There are lots of options!

• Upload your documents. As you know, we have a client portal set up for you that is extremely user-friendly. You can even use your phone to take pictures and upload documents if you don’t have a scanner.

• Drop off your documents.

  • We have a locking mailbox ( drop off any time)

  • We are in the office between 9am - 4pm every weekday. Please give us a call to let us know to expect you.

• Mail your documents. We have a MailBoss, which is a secure, extra large locking mailbox.

• We can set you up to sign your e-file forms electronically through your client portal. You get an email with a signature request from TaxDome. This does require identity verification for each signer, which is simply answering a few questions before the signature page appears.

• You can print the signature documents from your client portal, sign them, and return them via upload to the portal or mail.

• You can swing by and sign your forms, just let us know so we have them ready for you.

For individual returns, our first answer is always: we must see your current year tax information before we can give you a price quote. We charge according to the combination of time and complexity of each return. Our fees are due when the return is complete. We do not offer refund loans. For individual returns, our minimum fee is $600, and our average fee is about $770.

The fee and agreement for tax preparation includes assistance and representation you may need for that tax year in connection with tax agency inquiries, examinations, and/or subsequent assessments, by the agencies with which they were originally filed, up to 6 hours of time.

For both business services and business returns, we insist on a scope of work consultation which will allow us to give you a quote for the services you require.

We use your bank info to debit your account with your signed authorization, or email you a link to make the payment yourself if necessary.

Once your returns have been accepted, you will receive an acceptance confirmation via email. Please immediately submit any changes to contact information such as email addresses to ensure prompt delivery of important information.

All of your tax information is available in your client portal and you can download it any time. Contact us for assistance with this, or if you have a special circumstance that needs to be addressed.

Direct deposit is the fastest and most secure method to receive your refund. Normally direct deposit refunds are received within 14 days of acceptance. If you did not choose direct deposit or if your direct deposit information was inaccurate, you will typically receive your refund check within 3 weeks when e-filing. If you mailed in your tax return instead of e-filing, you will typically receive your refund in 6 weeks or more.

IRS and state tax agencies do not guarantee refund times. You can check the status of your refund here by following the appropriate link on our resources page.

The best option is always to send your payment in full as soon as you can. Remember, the IRS and state agencies compound interest daily so the sooner you pay your tax bill, the less it costs. If you are unable to pay in full, you can enter into an Installment Agreement to make payments against the balance. You can request an installment agreement online for IRS and state tax agencies.

The Internal Revenue Service (and most state tax agencies) allows taxpayers to file for a 6-month extension if they need more time to prepare their tax return. You can obtain a tax extension for any reason; the IRS grants them automatically as long as you complete the proper form on time. Please be aware that an extension of time to file your return does not grant you any extension of time to pay your tax liability.

Contrary to what you may have heard, an extension neither increases nor decreases your risk of audit.

If you are an existing client, we automatically file an extension if your return is not complete before the first filing deadline. If you are a new client you will need to contact us with the info necessary to complete your extension.

Make sure you have an IRS and state tax login set up. Being able to access your tax records online is the BEST way to monitor your accounts.

Don’t fall for phone and phishing email scams that use the IRS as a lure. The IRS first contacts people about unpaid taxes by mail – not by phone. The IRS does not contact taxpayers by email, text or social media about their tax return or tax account.

Read the notice - As simple as this sounds, many taxpayer destroy these letters in the hope that if they ignore it, the problem will disappear. The longer you wait to respond, the more difficult it is to resolve the problem. Delaying or ignoring the notice this will only make the problem worse, so don't do it!

Contact us – Don’t pay the requested amount unless you are sure the notice is correct. Not all IRS notices are correct and deserving of payment. The IRS typically allows you 90 days to respond or challenge any assessment and IRS notices are generally confusing so contact us right away. We can generally determine exactly what the IRS wants and we know what is needed to resolve the issue in a timely manner.

In many cases, there is simply a need to provide additional information to the IRS or clarify a misunderstanding. In all cases, ignoring the issue will not make it better or disappear. So, if you are one of the 1.4 million folks getting a notice or audit this year, pay close attention and quickly respond to any IRS correspondence or communication.