Clarity starts here.
Answers to common questions about getting started and working with us.
Which cities do you serve?
We work exclusively with clients in Chicago, IL; Atlanta, GA; Houston, TX; Washington, D.C.; Jacksonville, FL; and Altamonte Springs, FL. Virtual service is available for these cities, with in-person appointments in Altamonte Springs.
Do you prepare personal and business returns?
Yes. Our services include both individual and business tax preparation.
How do I receive my portal invitation?
Submit the current Start Your Return form, then check your email for instructions to access your client portal.
How do I get a copy of my return?
After preparation, your return is available through your client portal. Contact the team if you need assistance obtaining a copy.
Can I visit the office?
In-person service is available by appointment in Altamonte Springs. Use the consultation link to arrange your visit.
How much will my service cost?
Contact our team to confirm pricing based on your filing situation and requested services.
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How long will my service take?
Ask the team for timing based on your engagement and the records available. Missing information, complexity, and agency processing can affect completion.
What if I am missing documents?
Tell the team what is missing before preparation begins. We will discuss the next step and which records are needed.
What if I need an extension or have a deadline approaching?
Contact the office promptly. Ask the team to confirm what work can be accepted, any applicable filing and payment obligations, and the next steps for your situation.
How do I pay for services?
Confirm fees, payment methods, and payment timing with the team before you proceed. Your engagement will determine what is included.
Can I switch from another provider?
Yes, you can contact us to discuss fit and timing. Gather your prior returns or bookkeeping reports and identify any incomplete work.
How do I stay in touch during the year?
Use your client portal and the contact options agreed with the team. Confirm whether ongoing planning or bookkeeping support is part of your engagement.