Taxes are stressful. We make them simple.

No. We work with clients entirely online. You send documents from your phone or laptop and we walk through the return by phone or video. Plenty of people still prefer sitting across the desk in Oakland Park, and that's available too.

It depends on the work. A single W-2 return and a self-employed return with a home office, a vehicle, and equipment purchases are very different jobs, and pretending otherwise means someone is being overcharged.

The first conversation is free. We look at your situation, tell you what's involved, and quote it before anything starts.

Yes, and you're not the first. Prior-year returns are routine work here. The longer they sit the more they cost, so the useful thing is to start. We'll tell you exactly what we need and handle the sequence.

Very common. Don't stress. We can file an amended return to correct it. Call us and bring a copy of what you filed.

Reach out early in the year, before you're ready to file. ITIN applications take time at the IRS, and starting early keeps your return from waiting on it.

Preparation is reporting what already happened. By the time you sit down in February, the year is closed and most of your options are gone.

Planning happens while you can still act: choosing an entity structure, setting up a retirement plan, timing a purchase. It's the difference between recording the score and playing the game.

Photo ID, Social Security or ITIN documentation for everyone on the return, all income forms (W-2, 1099), and last year's return if you have it. If you're self-employed, bring whatever expense records you keep, however messy.

We'll send a specific list once we know your situation. Don't wait until you have everything to reach out.

Most letters are routine and fixable. The worst thing you can do is ignore it. Call us with the letter in hand. The number in the top corner tells us what it is and how long you have.

See how we help with IRS letters →

Refund advances are available to qualified filers during the season, up to $7,000 the same day you file. The amount is not guaranteed and is subject to approval by the issuing bank, underwriting criteria, and the size of your expected refund. Not all applicants qualify, and terms and fees apply, so ask us for full details before you file.