As a new client, you can complete a few early steps to kickstart your tax return right away. The return data provided within the above getting started feature is based on the standard deduction. If a tax professional appointment is not available within 21 days, the tax practice will provide options. Traditionally, the tax return request filed is queued and tasked during after-hours. You will be provided with a secured video explanation of your income tax return to help speed up the filing procedure.
Here are some details about service fees:
Our tax practice calculated an average income tax refund of $8,863.18 with a return completion timeframe of less than one hour. In 2024, our starting charge was $24.00, and our average tax preparation fee was $267.00. This included an identity verification, a brief phone or video conference with questions and answers, a paid annual getting started charge, and the availability of tax-related forms, together with an automated examination of year-end expenses.
Similar to the previous filing season, you can choose to have your final tax preparation fee deducted from your income tax refund. After the computed income tax refund is released, the tax preparation invoice is payable.
The suggested single sign-on (social account if available) is Google or Microsoft. Please remember to have your 2024 tax-related documents ready.
Required document list:
1098
1099
W2
Valid Photo ID
One: Utilities statement (Electric, Gas, Water, Internet, Mobile Device or Cable (Satellite) statement.
Other year-end documents