Frequently Asked Questions
How does your tax preparation process work?
Clients begin by completing a secure online intake form. After submission, we contact the client by phone to confirm information and explain next steps.
Are phone calls required as part of the process?
Yes. Phone calls are required to confirm intake information, explain document upload procedures, review the prepared return, and complete payment prior to filing.
How are documents submitted?
All documents are submitted through secure online portals. We do not request or accept tax documents by email or text message.
When is payment collected?
Payment is collected after tax preparation is completed and before electronic filing. Returns are not filed until payment is authorized.
Are tax preparation fees refundable?
No. Tax preparation fees are non-refundable once work has begun, regardless of refund outcome, delays, or IRS determinations.
Are your fees based on the refund amount?
No. Fees are based on the complexity of the tax return and services performed. Fees are not determined by refund amounts.
Do you offer refund-based payment options?
Optional refund-based bank products may be available through third-party financial institutions, subject to eligibility and approval.
Do you guarantee tax refunds or outcomes?
No. Tax refunds and outcomes are determined by tax authorities based on individual circumstances. No guarantees are provided.
Do you provide IRS representation or Power of Attorney?
No. We prepare and file tax returns but do not provide IRS representation and do not accept Power of Attorney.
Where are your services offered?
Services are provided remotely and are available nationwide. Business operations are governed by federal law and the laws of the State of Florida, with venue in Miami-Dade County.