FAQs
Are you accepting walk-in clients?
We are not accepting walk-ins at this time. Our commitment is to provide our clients with dedicated unhurried service. By not accepting walk-ins, we can ensure that each client receives the time and attention they deserve without rushing.
Can I bring a guest?
While we allow guests, we kindly request that you bring them only when necessary.
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 call our office so that we can help determine the documents required for your specific situation.
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 $50 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 Button on our homepage to schedule online.
How do your virtual appointments work?
Virtual appointments with us are a convenient way to handle your tax needs. Here’s how the work:
Document Collection: We start by gathering all the necessary documents from you via email or our taxes-to-go app.
Tax Preparation: Once we have your documents, our expert team takes the time to carefully prepare your tax return. We analyze your financial information and ensure that all eligible deductions and credits are included to maximize your tax benefits.
Client Consultation: After your tax return is prepared, we'll schedule a virtual meeting with you. During this meeting, we will review the tax return with you, explaining any key points and ensuring you understand your financial situation. You'll have the opportunity to ask any questions or seek clarification on any aspects of your tax return.
Our goal with virtual appointments is to provide a seamless and informative experience, even if we're not meeting in person. We aim to make the process as efficient as possible while offering you the expert guidance you need to make informed financial decisions.
For security reasons, all virtual appointments are done via phone call.
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.