Frequently Asked Questions (FAQ)

Once you receive your draft tax return from our senior team, you will have the opportunity to review it and request any necessary changes collaboratively. After you approve the draft, we will e-file your return (in most cases) the same day. You will receive an e-signature request via email—please complete this promptly, as we cannot file your return until we receive your signed authorization.

Throughout the preparation process, our senior team may reach out to request additional information or clarifications. We will contact you via email as needed to ensure your return is accurate and optimized.

We are a small but dedicated team, and during peak season, our office assistants & receptionist will help manage administrative tasks. Only your assigned senior tax professional is responsible for preparing and finalizing your tax return. If you see multiple people on an email, it’s simply to ensure that we have all-hands-on deck helping if you have questions.

Yes, further adjustments may be necessary. The draft you receive is a discussion draft and should be labeled as such to facilitate a review opportunity before finalization. The more complex your return, the more likely some communication will be required. This is a normal part of our process and helps ensure your return is fully optimized.

We appreciate your trust in us and are committed to providing you with the highest level of service. If you have any additional questions, please don’t hesitate to reach out!