Answers before you ask.

Gather last year’s return, any tax forms you have received this year, and a short list of life or business changes (a move, new job, new dependent, new business income). In this demo concept, clients would receive a checklist after booking so nothing is left to guesswork.

Commonly requested items include government-issued ID, income forms (such as W-2s or 1099s), records of deductible expenses, statements for any accounts or property, and the prior year’s return. Exact needs vary by situation, which is why a checklist would be confirmed during the first conversation.

Individual filing covers personal income and household matters. Business filing depends on how a business is structured and may involve separate forms, schedules, or deadlines. A consultation would help clarify which applies to you; this site does not provide individualized tax advice.

It can involve elements of both. Self-employment income is often reported alongside personal returns, but the details depend on your structure. A qualified professional should review your specific circumstances.

The proposed model supports both in-person and remote meetings via video call, with documents shared through a secure upload portal. The portal shown on this demo site is a placeholder and is not yet connected.

Pricing would depend on the complexity of your situation and the services you need. Rather than publishing fixed rates, this concept provides a clear quote after an initial consultation so there are no surprises.

Individual returns are generally due in mid-April in the United States, with extensions available in many cases. Business deadlines vary by entity type. Always confirm current dates with official IRS resources, as deadlines can shift year to year.

No. Refund amounts depend entirely on your individual circumstances and current tax law. Any service promising a specific refund before reviewing your information should be approached with caution.