Frequently Asked Questions

No, you can use our secure online portal, drop off documents at our office, or schedule an appointment—whatever works best for you. We're flexible and here to accommodate your schedule.

Yes! Our secure client portal allows you to upload documents, communicate with our team, and track your return from anywhere in the country. Many of our clients never step foot in our office.

We serve clients nationwide. Our secure online portal allows us to work with you regardless of your location. Whether you're in Indiana or anywhere else in the United States, we can prepare your taxes.

Yes! We offer complimentary initial consultations to discuss your tax needs and determine how we can best help you. This is a no-obligation conversation to see if we're a good fit.

We aim to respond to all inquiries within 24 hours during business days. For urgent matters, please call us directly at +1 812-424-3166.

We prepare individual (1040), self-employment (Schedule C), rental property (Schedule E), partnership (1065), S-Corporation (1120S), and C-Corporation (1120) returns. We handle simple W-2 returns through complex multi-state filings with investments, K-1s, and more.

Yes! We prepare returns for partnerships, S-Corps, and C-Corps. Business pricing depends on entity type and complexity. View business pricing →

Yes, tax planning is included in our Complete and Advisory tiers. This includes a year-end planning session to review your tax situation and identify strategies to minimize your tax liability for the upcoming year.

Yes! Our Complete tier includes letter assistance where we review IRS/DOR correspondence and help you respond. Advisory tier clients receive full representation—we handle all communication with tax authorities on your behalf.

We use transparent, tiered pricing based on complexity. Personal returns start at $225 (Essentials tier). Additional schedules like Schedule C (self-employment) or Schedule E (rentals) have flat add-on fees. You'll know your price before we begin—no surprises.

No. We believe in transparent pricing. Your quote includes everything—preparation, e-filing, and all included services for your tier. We'll discuss any additional fees upfront before proceeding.

Payment is due when your return is ready to file. We accept credit cards, debit cards, checks, and cash. For refund clients, we also offer the option to have fees deducted from your refund.

Yes, if you're receiving a refund, you can choose to have our fees deducted directly from it. There's a small bank processing fee for this service, but it means no out-of-pocket cost at the time of filing.

Most returns are completed within 3-5 business days after we receive all documents. Complex returns or those requiring additional information may take longer. During peak season (March-April), turnaround times may be slightly longer.

Absolutely! You can message us through the secure client portal, call our office, or email us. Advisory tier clients also have access to scheduled calls for more in-depth discussions.

After we file your return electronically, most refunds arrive within 21 days via direct deposit. Paper checks take longer (6-8 weeks). We'll provide you with confirmation and you can track your refund status through the IRS website.

Yes, we e-file federal and state returns for faster processing and quicker refunds. E-filing is included in all our service tiers at no additional cost.

If you owe taxes, we'll explain your payment options. You can pay directly to the IRS, set up a payment plan, or in some cases, have the amount automatically debited on a date you choose. We'll guide you through the process.

Yes, we can prepare returns for previous tax years. Whether you missed a filing or need to amend a prior return, we're here to help get you current with the IRS and state tax authorities.

We use bank-level encryption for all data transmission and storage. Our client portal is secured with SSL/TLS encryption, and we follow IRS security requirements for tax professionals. Your data is never shared with third parties.

Yes, our client portal uses industry-standard encryption and security protocols. It's the same technology used by major financial institutions. You can safely upload sensitive documents like W-2s, 1099s, and bank statements.

We retain tax returns and supporting documents for 7 years, which aligns with IRS audit timeframes. You can request copies of your previous returns at any time. After 7 years, records are securely destroyed.

An Enrolled Agent is a federally-licensed tax practitioner who has earned the privilege of representing taxpayers before the IRS. EAs must pass a rigorous exam and complete continuing education annually. It's the highest credential the IRS awards.