Answers to the questions we
hear most.
Don’t see what you’re looking for? Reach out — a real person will respond within one business day.
Typically: W-2s, 1099s, mortgage interest statements (1098), investment statements, receipts for deductible expenses, prior year return, and IDs. We’ll send a personalized checklist after your intake.
Most clients finish in under 5 minutes. Drag-and-drop your files and we’ll confirm receipt within an hour during business days.
The IRS typically issues refunds within 21 days of e-filing. Direct deposit is fastest. We’ll provide a tracking link once filed.
Yes — Schedule C, 1065, 1120, and 1120-S filings. We also offer quarterly tax planning for owners.
Absolutely. We use 256-bit encryption, SOC 2-aligned controls, MFA on every account, and never share data with third parties.