From the pile to your return.

No. Most of our clients never do. You upload your documents in our secure client portal, we go through the return on a call or video, and you sign electronically. If you would rather sit across a desk, we do that by appointment in Fort Myers.

Once we have everything, most individual returns are prepared and reviewed within a few business days. What slows returns down is almost always a missing document, so the checklist you get on the first call is there to stop that.

Your ID, last year's return, and the income documents for the year: W-2s, 1099s, mortgage and student loan interest, childcare, tuition, and anything from a brokerage. If you have a business or rentals, add the books or a summary of income and expenses. You get a checklist built for your situation, so you are not guessing.

Yes. Florida has no state income tax, so many Florida-only clients file federal alone. If you moved during the year, worked in another state, or own property elsewhere, you will likely need a state return and we handle those.

Send us what you have. Starting in software and stopping is common, usually at the point where something did not fit the questionnaire. We take it from where you stopped.

Yes. An amended return corrects a filed one, and there is a three-year window from the original filing date to claim a refund. Bring the original return and what changed.

Individual returns start at $149, and you get a written quote for yours before any work starts. We never charge a percentage of your refund. See our prices, or what tax preparation costs around here.

If your situation calls for something we don’t do, we will say so on the call. CPA, Enrolled Agent or tax preparer covers how to tell which one you need.