Contact Us & FAQ Form

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Reservations are handled exclusively online. To make your reservation, please click here.

If you are experiencing issues with the reservation process, please click "Next" to continue and seek assistance.

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New clients are encouraged to complete our New Client Consult form here.

Click "Next" if this doesn't solve your issue.

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It appears you have a tax question. For assistance, please contact your assigned preparer directly.

If you already have an assigned preparer, we will forward your inquiry to them, although there may be a slight delay.

If you are not yet a client, kindly complete our New Client Consult form.

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Find all of our mailing and drop-off information here.

If you have additional questions, please complete this form for further assistance.

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We cannot check your refund status, but you can click here to learn how. You can also find information about changes to your refund amount.

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All property tax refunds are processed after the tax season ends. If you need to submit your property tax statement, please click here. Otherwise, proceed with your question, and we will respond as soon as possible.

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Let’s talk! Please continue filling out this contact form for assistance.

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We need to review the actual letter sent to you. Please upload the IRS notice using this form. If needed, you can take pictures with your phone and attach them. Click "Next" to proceed and upload the document.

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Having issues signing a document? Please continue filling out this contact form by clicking "Next".

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For assistance with bookkeeping or payroll, please click "Next" to continue submitting this form. It will be routed to our accounting team as soon as possible.

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We do not offer in-person visits, but calls and Zoom meetings are common ways our preparers communicate. All reservations are completed online. If you have already tried and are experiencing issues with the reservation process, please complete this form for assistance.

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Common reasons for a failed web upload or submission include slow internet speed, incorrect file types, files exceeding 50MB in size, or files being encrypted or password protected.

If you are still experiencing issues, please continue filling out this contact form by clicking "Next." We will attempt to access the backend of our server to retrieve the information you submitted before the failure occurred.

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There are multiple ways to pay. The best option is to review the payment options listed on the invoice sent to you. If you are still having issues, please continue filling out this form by clicking "Next."

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If you're experiencing general website issues, please click "Next" to continue filling out this form. Thank you for taking the time to help us improve our website!

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If your question or concern is not listed, please continue filling out this contact form by clicking "Next," and we will respond as soon as possible.