Frequently Asked Questions

My office hours are by appointment only. I have few in office appointments available and prefer to to work with clients online. If you choose, you can drop off your information anytime. It is not necessary to schedule an appointment to go over your tax information. If I have questions or need additional information I will contact you directly.

As of August 2022 there is no requirement to wear a mask during your appointment unless you choose to do so.

My fees are based on the complexity of the tax return. Since everyone's tax return is different, I don't charge a flat preparation fee. For this reason, it is difficult to quote an amount. If you are a new client and would like an estimate you can drop off a copy of last year's return and I can let you know. My fees are competitive and usually less than big box companies.

I am required to electronically file (e-file) all tax returns that are being submitted to the IRS. I do not charge any additional fee for e-file.

I do not offer refund loans to my clients. You may choose to have your refund mailed to you or have it directly deposited into a checking or savings account. If you choose direct deposit, the turn around time is usually 8-21 days once your return has been e-filed. It may take on average 30 days to receive a check in the mail.

I have partnered with a third party for this service. Please contact me for further information.

Yes, I accept all major credit cards including Apple Pay.

The average turn around time is 5 days for a simple return and up to 3 weeks for a complex return once I have all of your documents and inquiries have been communicated.