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About
Tax Services
How it works
Resources
FAQs
How long will it take to get my refund?
Can I find out when I’ll receive my refund after you’ve e-filed?
Can I set up a payment plan for the amount I owe the IRS?
I’m self-employed, do I need to pay in taxes throughout the year?
What if I am unable to meet with you in person, can you still prepare my taxes?
I don’t have the details from a prior year return. Can I get this from the IRS somehow?
Can I pay the IRS online for taxes due and/or quarterly tax payments?
Can I find out the status of my amended return?
What forms of payment do you accept?
How do I log into Smartvault and upload documents?
Careers
Contact
Get A Quote
Home
About
Tax Services
How it works
Resources
FAQs
How long will it take to get my refund?
Can I find out when I’ll receive my refund after you’ve e-filed?
Can I set up a payment plan for the amount I owe the IRS?
I’m self-employed, do I need to pay in taxes throughout the year?
What if I am unable to meet with you in person, can you still prepare my taxes?
I don’t have the details from a prior year return. Can I get this from the IRS somehow?
Can I pay the IRS online for taxes due and/or quarterly tax payments?
Can I find out the status of my amended return?
What forms of payment do you accept?
How do I log into Smartvault and upload documents?
Careers
Contact
Get A Quote
Resources
Just click to download forms
Below are forms that you may need. Please download, copy and fill in the requested information to expedite the handling of your tax preparation.
Individual Tax Organizer
Rental Property Worksheet
Client Service Agreement
Sole Proprietor Worksheet