Can we work together completely online?
Yes. Most clients work with us virtually. You’ll receive a secure link
to upload documents, sign forms electronically, and meet by phone or video
if needed. Local clients are welcome to work virtually or in person.
What documents do I need to get started?
At minimum, we’ll need your photo ID, Social Security cards (or ITIN letters),
all tax forms (W-2s, 1099s, 1098s, etc.), plus any letters from the IRS or state.
Business owners will also need income/expense reports or bank statements.
Do you offer bank products or refund options?
We offer traditional e-file with direct deposit, and in many cases bank product
options where your preparation fees are paid from your refund. Availability
depends on your specific situation and program approvals each tax season.
How long does it take to receive my refund?
Once your return is accepted by the IRS, many refunds are issued within
7–21 days, depending on the credits you claim and whether the IRS selects
your return for additional review. We’ll provide your acceptance notice and
IRS “Where’s My Refund” link for tracking.
Can you help if I received a letter from the IRS?
Yes. We can review your letter, explain what it means, and outline your options.
We’ll let you know what documentation to gather and what to expect next.
Formal tax resolution (offers in compromise, etc.) is referred out when needed.
Do you work with clients in other states?
Absolutely. We are based in Louisiana but serve clients in multiple states.
We prepare both federal and state returns and will let you know if additional
state filings are required.