Frequently Asked Questions

No, you can use our secure online portal, drop off documents at our office, or schedule an appointment, whatever works best for you. We're flexible and here to accommodate your schedule.

Yes! Our secure client portal allows you to upload documents, communicate with our team, and track your return from anywhere in the country. Many of our clients never step foot in our office.

We serve clients nationwide. Our secure online portal allows us to work with you regardless of your location. Whether you're in Indiana or anywhere else in the United States, we can prepare your taxes.

Yes. We start with a consultation to learn about your situation and explain how we work, and if we are a good fit, you receive an engagement letter with the scope and fee before any work begins.

We aim to respond within two business days. For urgent matters, please call us directly at +1 812-424-3166.

We prepare individual (1040), self-employment (Schedule C), rental property (Schedule E), partnership (1065), S-Corporation (1120S), C-Corporation (1120), and estate and trust (1041) returns. Most of our work is business owners and individual returns with more moving parts, such as multi-state filings, investments, rentals, and K-1s. We take on a limited number of new wage-only returns each season, and existing clients are not affected.

Yes! We prepare returns for partnerships, S-Corps, and C-Corps. We quote each business return individually based on entity type and complexity.

Yes. We offer year-end tax planning sessions to review your tax situation and look for ways to manage your tax liability for the upcoming year. Ask us about adding planning to your engagement.

Yes! We can review IRS or Department of Revenue correspondence and help you respond. As an Enrolled Agent firm, we can also provide full IRS representation, and state representation where the state's power of attorney rules allow, and handle communication with the tax authorities on your behalf.

Payment is due before your return is filed. We accept credit cards, debit cards, checks, and cash.

We no longer offer refund transfer products or the option to have fees deducted from your refund. Payment is due before your return is filed. We accept credit cards, debit cards, checks, and cash.

We'll give you an estimated completion date once we have all your documents. Complex returns, returns that need additional information, and returns received during peak season (March and April) generally take longer.

Absolutely! You can message us through the secure client portal, call our office, or email us. We can also schedule calls for more in-depth discussions when you need them.

Refund timing is controlled by the IRS and the state, not by our office. The IRS says it issues most e-filed refunds with direct deposit in about three weeks. The IRS began phasing out paper refund checks on September 30, 2025, so make sure we have your bank account information for direct deposit; if it's missing, the IRS may send you a CP53E notice. Refunds claiming the Earned Income Tax Credit or Additional Child Tax Credit are held until mid-February under the PATH Act. We'll send you confirmation when your return is accepted, and you can track your refund status with the IRS and the state.

We e-file federal and state returns whenever e-filing is available, and it's included with every return at no additional cost. Some returns can't be e-filed, such as older prior-year returns, and those are mailed.

If you owe taxes, we'll explain your payment options. You can pay directly to the IRS, set up a payment plan, or in some cases, have the amount automatically debited on a date you choose. We'll guide you through the process.

Yes, we can prepare returns for previous tax years. Whether you missed a filing or need to amend a prior return, we're here to help get you current with the IRS and state tax authorities.

Don't respond on your own, and don't set it aside. Look up the code in the top or bottom right corner on our Tax Notice Help page to see what it means and what the deadline is, then send us a copy through the portal or bring it to the office.

Your data is encrypted in transit and at rest, under our written information security plan (WISP) per IRS Publication 4557 and the FTC Safeguards Rule. We never sell your information. We share it only as needed to prepare and file your return, with providers bound by confidentiality, or with your written consent under IRC §7216.

Yes, our client portal uses industry-standard encryption and security protocols. Files are encrypted in transit and at rest. You can safely upload sensitive documents like W-2s, 1099s, and bank statements.

We keep copies of your returns and our workpapers for seven years. Please keep your own source documents. You can request copies of prior returns we prepared during that time. See our records retention guide for how long you should keep yours.

An Enrolled Agent is a federally-licensed tax practitioner who has earned the privilege of representing taxpayers before the IRS. EAs must pass a rigorous exam and complete continuing education annually. It's the highest credential the IRS awards.