Tax Preparation FAQ

W-2 individual returns are $75. Self-employed/1099 returns are $175. Small business returns are $275. Prior year returns are $125 per year. ITIN assistance is $100. All pricing is flat-rate — no hidden fees, no surprise charges at the end.

We accept all major credit and debit cards, Zelle, CashApp, and Apple Pay. Payment is collected before we begin preparing your return.

Yes — refund transfer options are available for an additional processing fee. Ask about this during your consultation.

No. Multiple W-2s are included in the $75 flat rate. Multiple 1099s are included in the $175 self-employed rate. The service type determines the price, not the number of forms.

Step 1: Book a free 15-minute consultation. Step 2: Upload your documents securely through our client portal. Step 3: We prepare your return within 24-48 hours. Step 4: You review the return. Step 5: We e-file once you approve. That's it.

Most individual returns (W-2 and 1099) are completed within 24-48 hours of receiving all required documents. Small business returns typically take 3-5 business days. During peak season (January–April), add 1-2 days for high-volume periods.

For W-2 filers: your W-2, last year's return (if available), Social Security card, and bank account info for direct deposit. For self-employed: add all 1099s, income records, business expense receipts, and mileage logs. We'll give you a specific checklist during your consultation.

Yes — book your consultation now and we'll walk you through exactly what you need. Many W-2 employers don't send forms until late January, so it's fine to start early.

Yes. 100% of the process can be done virtually. You upload documents through our secure portal, we communicate by email or phone, and you sign and receive your return digitally. Clients from all 50 states are welcome.

After booking, you'll receive a link to our secure client portal where you can upload documents directly. Never send tax documents by regular email or text.

Yes. In-person appointments are available in the Dallas, TX area. Location details are provided after booking confirmation.

Absolutely. We specialize in first-time self-employed filers. We'll explain self-employment tax, what you owe, what you can deduct, and how to set aside money going forward so you're not surprised next year.

Common deductions include: home office, mileage/vehicle costs, equipment and tools, phone and internet (business portion), software subscriptions, business meals (50%), professional development, marketing costs, and health insurance premiums. Every situation is different — we'll review yours specifically.

You'll need the self-employed return ($175), which covers both your W-2 income and your Schedule C business income in one return.

If you're self-employed and expect to owe more than $1,000 in federal taxes, yes — quarterly payments are recommended to avoid underpayment penalties. We'll walk you through how to calculate and set these up.

No judgment here. We file prior-year returns every day. The IRS typically requires you to file the last 6 years to be considered compliant. We'll help you understand what years you need, what you might owe, and options to resolve any balance due.

Yes, but there's a 3-year window. Refunds from 2022 returns expire April 15, 2026. After that deadline, the IRS keeps your money. File now to claim what's yours.

If you owe taxes, failure-to-file penalties accumulate monthly. The sooner you file, the sooner penalties stop growing. If you're owed a refund, there's no penalty for filing late — but you lose the refund after 3 years. We'll help you navigate this.

Yes. If you earn income in the United States, you may be required to file taxes regardless of immigration status. An ITIN (Individual Taxpayer Identification Number) allows you to file without an SSN. We help you apply for an ITIN and file your return at the same time.

The IRS typically processes ITIN applications in 7-11 weeks when filed with a tax return. We submit your application and return together to speed up the process.

Yes. We can accommodate Spanish-speaking clients — just let us know when you book.