A Better Way To have your taxes prepared
Get expert tax prep from the comfort of your home. Simply upload your docs and we’ll do the rest!
END-TO-END
Don’t move, We’ll Handle Everything
We provide you with everything you need to conveniently and confidently file your taxes with us without leaving your home.
File now, Pay later
No upfront cost! With our File Now, Pay Later option, you can have your tax preparation fees taken out of your federal tax refund.
Refund Advance
With a Refund Advance Loan, you get the money you need fast, from $250 to $6,000. No need to wait weeks for your refund.
Free audit defense
Tax Audit Defense gives you the extra confidence you deserve when filing your taxes with us. At no extra cost, you can count on us if any issues arise with the State or IRS!
Free e-file
We’ll e-file your federal and State returns at no additional cost.
ClientCredit + Affirm
Our firm offers ClientCredit, which has partnered with Affirm to allow you to pay your tax prep fee over time.*
Referral Program
Earn a $50 Visa Gift Card for every person you refer that becomes a client! There’s no limit to the amount of people you can refer.
Stress-free virtual TAX prep
From Start to Refund
We’ve made it easy to file your returns with us without ever leaving your home. Our client portal provides a simple, organized, and secure space to send and receive tax documents, answer your questions, sign returns, and so much more, remotely.
- IRS Authorized e-file Provider
- Flexible Ways to Pay Your Prep Fees
- Experienced tax professionals
- Guaranteed Accuracy
Get Excited about filing your taxes
The process is easy!
1
Create an account
Create an account so we can set up your secured client portal.
2
Tell us about yourself
Answer some easy questions about yourself and your tax situation. Upload your docs to your secured client portal. We’ll take it from there.
3
Enjoy your refund
After your tax professional completes your return, review and remotely sign your return after you approve. We’ll e-file it and you’re done!
About Us
Mission Statement
Our mission is to provide personalized and efficient tax services to individuals and businesses. We strive to simplify the tax process and help our clients make informed decisions that maximize their financial benefits. We are dedicated to building long-lasting relationships based on trust, integrity and exceptional customer service.
You ask, we answer
Here are our FAQ. If you have any additional questions, call or text us at 302-778-9494
We want to help you get the maximum refund allowed. Therefore, you should have the following documents saved and ready to upload to your secure client portal, if it applies to your tax situation. Mandatory docs are highlighted in RED.
- Wage Statements/W2s
- Self-employment business income and expenses/1099-NEC
- Commissions received/paid
- Pension, retirement income/ 1099-R
- Unemployment income/ 1099-G
- Canceled Debt Amount/1099-C
- Social Security income/SSA-1099
- IRA contributions
- Statements on the sales of stocks or bonds/1099-B
- Interest and dividend income /1099-INT/1099-DIV
- Lottery or gambling winnings/losses
- State refund amount/1099-G
- Income and expenses from rentals
- Alimony paid or received
- Record of purchase or sale of residence
- Medical and dental expenses
- Real estate and personal property taxes
- State or local taxes paid
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid/1098
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Educator expenses
- Tuition and Education Fees/1098-T
- Student loan interest/1098-E
- Casualty or theft losses
- Child care expenses and provider information
- Social Security card(s)
- Driver’s License(s)
- Dependents’ Social Security numbers and dates of birth
- Last year’s Federal and State tax return (if you are a new client)
You have three options to choose from:
- You can pay with your federal refund.
- Pay upfront with a credit/debit card or e-check (ACH). (We may delay the filing of your return until e-check clears with your bank)
- Pay overtime using our ClientCredit option. (Approval required)
Unfortunately, we do not. We are a 100% virtual-based tax firm. We offer the convenience of filing your taxes with a professional without leaving your home.
Our business hours are: Mon – Fri, 10 am to 6 pm
Our virtual doors are open 24/7, so you can sign up and submit your tax documents anytime.
Ready to get your biggest refund?
We are ready to serve you. Create an account. No scheduling necessary.
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