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Answers To Our Most Common Questions HERE.


  • We have decided to go full remote and it is likely we will stay that way in the future. Please understand that there are a lot of changes that go along with this. If you want an appointment, we’re here to help :)
  • Most of our returning clients do not need to schedule an appointment. Simply submit your documents and your preparer will reach out to you at the right time. If you have concerns or questions, add them to a one page with your documents and your preparer will address.
  • We handle documents in the order they are received. In general, it takes about 1 week from confirmed receipt to turn around documents. Scheduling an appointment earlier will not move your documents up the list.
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