We specialize in working professionals—especially those with W-2 income, bonuses, equity compensation (RSUs, ESPP, stock options), and side income or small businesses. If your situation goes beyond a simple W-2, we can usually help you uncover additional savings and avoid surprises.

Yes. Most of our clients meet with us virtually via secure video or phone. You can upload documents through our encrypted portal from your computer or phone. If you prefer in-person service and are local, we can arrange that as well.

Typically W-2s, 1099s, investment statements, mortgage interest forms, property tax statements, prior-year returns, and any information on business or rental income. After you book, we’ll send a short checklist tailored to your situation.

Once we receive all your documents, most returns are completed within 5–7 business days. If you have a deadline (like an upcoming closing or financial aid filing), let us know and we’ll do our best to prioritize.

Yes. We regularly help clients file prior-year returns, handle extensions, and respond to IRS or state notices. Include the details when you book, and we’ll outline the best path forward.