Frequently Asked Questions
In case you're wondering...
How can I check the status of my return?
What if I receive an additional tax form after I have filed my return?
If you’ve already e-filed or mailed your return to the IRS or state taxing authority, you’ll need to file an amended return. To get started, simply file Form 1040X (and any other required amended forms) by reaching out to us:
Call: 301-814-6611
Email: [email protected]
Upload: Use our secure client portal.
We’re here to help make the process smooth and straightforward!
What programs do you use to keep my information secure and private?
Our commitment to your privacy and security is unwavering. To protect your sensitive information, we use:
Multi-Factor Authentication: Our software requires multi-factor authentication to ensure only authorized access to client information.
Secure Data Transmission: When transmitting data to clients, all sensitive information is either password-protected when sent via email or, at your request, uploaded to our secure client portal.
Client Portal Access: The secure portal can only be accessed with your unique username and password, adding an extra layer of protection.
These measures ensure your information remains confidential and safeguarded at all times.
What Information Is Required to Prepare My Tax Return?
Click here for a detailed itemized list of the standard information required to prepare your tax return. Please note that this list is not exhaustive, and we encourage you to connect with one of our tax professionals to ensure all necessary information is accurately captured.
For new clients, we will also need the following information for your initial consultation:
Personal Information for Each Family Member:
Full Name
Date of Birth
Social Security Number
Copy of Prior Year’s Tax Return
Valid Identification (e.g., Driver’s License)
Providing this information ensures we can deliver accurate and efficient tax preparation services tailored to your needs.
