You’ll need the following:

• For Individuals: W-2s, 1099s, and proof of deductions (e.g., medical or education expenses).

• For Self-Employed/Businesses: Income records, expense receipts, and bank statements.

• Identification: A valid ID and Social Security Number.

Our tax professionals maximize your deductions, ensure IRS compliance, and offer audit protection, saving you time and stress compared to using software alone.

Cash advances up to $7,000 are available starting January 2nd, but same-day cash advances are not guaranteed as they depend on the bank's final decision. Approval is subject to their review and conditions, though we aim to expedite the process.

We provide support if you’re audited, helping you gather the necessary documentation and ensuring you’re fully compliant.

Yes, we operate virtually and serve all 50 states with the same level of expertise and care.

We offer $50 for each friend, family member, or colleague you refer who successfully files with us and are funded.

No problem! We specialize in handling complex returns for individuals, freelancers, and corporations.

No upfront fees are required—you can file now and pay later. However, clients not receiving a refund will need to pay at the time of filing.