FAQ
Straight answers to the questions new clients ask most.
Answers Before You Book
Still unsure whether you need a professional? These are the questions we hear most often from new clients.
Prefer to talk it through?
Call during office hours and speak with an advisor, not a call center.
+1 (000) 555-555 Mon – Sat: 9:00 am – 6:00 pmWhat documents should I bring for my tax return?
Usually your W-2s or 1099s, last year's return, ID for everyone on the return, and records of deductions such as mortgage interest, childcare, charitable gifts and business expenses. After your consultation, we send a checklist tailored to you.
Can you help if I haven't filed for several years?
Yes. We regularly prepare multiple years of unfiled returns, calculate what's actually owed and negotiate payment plans or penalty relief where it's available.
Do I need to visit your office in person?
No. Most clients work with us entirely online through the secure portal and video calls. You're always welcome to meet in our Springfield office if you prefer.
How long does it take to prepare my return?
Personal returns are typically ready for review within 5–7 business days of receiving complete documents. Business returns take longer depending on the state of the books.
What happens if the IRS questions a return you prepared?
We respond on your behalf at no extra cost for returns we prepared, and if a penalty results from our error, we pay it under our accuracy guarantee.
How do I pay, and when?
We confirm a flat fee before starting. Payment is due when you approve your final return, by card, bank transfer or check. Payment plans are available for larger business engagements.
Key Federal Dates to Keep on Your Radar
Missing a deadline can mean penalties and interest. Our clients get reminders well ahead of each date, plus help filing an extension when life gets busy.
Get deadline remindersFourth-quarter estimated payment
Final estimated tax payment for the prior year if you're self-employed or have untaxed income.
Partnership & S-corp returns
Forms 1065 and 1120-S are due for calendar-year businesses, along with K-1s for owners.
Individual returns & extensions
File Form 1040 or request an extension — and remember, an extension to file is not an extension to pay.
Extended individual returns
Last day to file a 1040 if you requested an extension in April.
Dates that fall on a weekend or holiday move to the next business day. State deadlines may differ.
Free 2026 Tax Document Checklist
One page listing every form and receipt to gather before you file. Get it by email in seconds.