Most returns are completed within 48 hours of receiving all your documents. We also offer same-day review appointments for urgent situations. During peak season (late March-April 15), processing may take 3-5 business days. We'll give you an exact timeline when you schedule your appointment.

For most returns, you'll need: W-2s from all employers, 1099 forms (interest, dividends, gig income), prior year tax return, Social Security numbers for you and all dependents, and documentation for deductions (mortgage interest, charitable donations, medical expenses). We'll send you a complete checklist after you schedule your appointment.

Yes! We provide audit support and can prepare prior year returns. Audit support pricing depends on complexity. Prior year returns start at $250 per year. We'll review your situation during your free consultation and provide an exact quote. The sooner you address past-due returns, the better—we can help you get back on track.

We offer both virtual and in-person appointments to fit your schedule. Virtual appointments work great for straightforward returns—simply upload your documents securely and we'll meet via video call. For complex situations or if you prefer face-to-face service, we're happy to meet you at our Jacksonville office. Your choice!

Payment is due when you approve your completed return, before we e-file it. We accept cash, check, credit/debit cards, and digital payments (Venmo, Zelle, CashApp). We never require payment upfront, and there are no hidden fees—the quote we give you is the final price (unless you add additional services after our initial consultation).