FAQs
Are you accepting walk-in clients?
At this time, we are not accepting walk-ins. To uphold our commitment to providing dedicated and unhurried service, we prioritize scheduled appointments. This allows us to give each client the time and attention they deserve, ensuring a thorough and focused experience.
Can I bring a guest?
We kindly ask that guests be limited to when absolutely necessary. This helps us maintain a focused and efficient environment for our clients. If you need to bring a guest, please let us know in advance, and we will do our best to accommodate the situation.
Does my spouse need to come in with me if we are filing a joint return?
It is required that all parties required to sign a tax return are present at the time of the appointment.
What documents do I need to bring in?
Please visit the DOCUMENT CHECKLIST tab of our website for a comprehensive tax checklist that will assure you bring all the necessary documents to your appointment.
Are you licensed to prepare taxes?
Yes. All of our tax preparers are licensed through the State of Maryland and are IRS Certified E-file Preparers.
How much do you charge?
Our prices vary by service. Please call our office for prices.
How much do you charge for tax return estimates?
We charge $75 for estimates which is applied to the balance of your return should you decide to file. We invite you to follow us on Instagram and Facebook for updates on our Free Estimates Promotions.
How do I schedule an appointment?
You can call our office or click the Book An Appointment to schedule online.
How do your virtual appointments work?
Yes, we do offer virtual appointments, but we limit them to clients who are out of state, ill, or unable to come in due to extreme circumstances. Our goal is to provide personalized and efficient service, and we strive to accommodate our clients' needs while maintaining a high level of support. If you believe a virtual appointment is necessary, please reach out to discuss your situation, and we will do our best to assist you.
Do we have to pay up front?
Not always. Our pay-by-refund option allow you to pay with your refund. Call us for more information on this safe and convenient way to pay for your tax preparation fees.
For all non-tax related services, payment is due at the time of service.