You’ll typically need your W-2s, 1099 forms, identification, Social Security numbers for dependents, and any documents related to deductions or credits (such as childcare expenses, education costs, or mortgage interest). If you’re unsure, we’ll guide you through everything step-by-step.

Our pricing depends on the complexity of your return. Simple returns are more affordable, while more detailed filings (like self-employment or multiple income sources) may cost more. We provide transparent pricing upfront—no surprises.

Most refunds are issued within 7–21 days after your return is accepted by the IRS, especially if you choose direct deposit. We’ll help ensure your return is filed accurately and quickly to avoid delays.

Yes! We specialize in helping clients get caught up on past-due taxes. Whether you’re one year behind or several, we’ll create a plan to get you back on track and reduce stress.