Asked before anyone books a call.

One named preparer holds your file all year and reviews it before transmission. Every preparer is licensed with a current PTIN, and the same person who does your planning does your filing.

Yes. Most of our work is remote: intake by video or phone, one secure upload link, e-signature. Multi-state residency and nexus questions are routine for us, not an exception.

Nine days on average from the moment your documents are complete. If something is missing we tell you the same day instead of letting the file sit quietly.

A common starting point. Prior-year cleanup is quoted separately, we file oldest-first where it matters, and we check penalty abatement before you pay anything you might not owe.

Last year's filed return, a list of income sources, and twenty minutes. Everything else follows the intake call.