Frequently Asked Questions

You upload your documents securely, schedule a virtual meeting, and we handle the preparation and filing.

W-2s, 1099s, ID, dependents’ info, expense receipts (for businesses), and previous returns if available.

Yes — we offer both virtual and mobile appointments depending on your location.

Absolutely. We use encrypted systems for document uploads and storage.

Yes. We help with bookkeeping, formation, EIN, documentation, and tax filing.

You can use our secure upload portal on the website or send documents through encrypted email.