Services
Full-service tax help, 100% virtual
Whatever your tax situation, we have you covered — securely and remotely, from wherever you are.
Tax Preparation
From simple W-2 returns to self-employed and multi-state filings, we prepare and e-file your federal and state taxes securely online. You upload your documents, we do the work, and you review and sign — no office visit required.
Book this service- ✓Federal & all-state e-filing
- ✓W-2, 1099, self-employed & gig income
- ✓Maximized deductions & credits
- ✓Secure document upload & e-signature
Refund Advance Loan
Need your money sooner? A refund advance loan lets you access a portion of your expected refund quickly, often within a day or two of filing. We explain every term clearly and there are no surprises.
Book this service- ✓Funds often available fast
- ✓Based on your expected refund
- ✓Clear, upfront terms
- ✓Repaid automatically from your refund
Tax Planning
Taxes shouldn't be a once-a-year scramble. We build a proactive plan around your income, business, and life changes so you keep more of what you earn and avoid April surprises.
Book this service- ✓Quarterly estimated tax guidance
- ✓Entity & retirement strategy
- ✓Life-event planning (marriage, home, kids)
- ✓Small-business & self-employed focus
Amendment Filing
Received a late tax document or missed a deduction? We prepare and file amended returns (Form 1040-X) to correct errors and, when possible, claim the additional refund you're owed.
Book this service- ✓Form 1040-X preparation
- ✓Recover missed credits & deductions
- ✓Corrections for late or updated documents
- ✓Up to 3 years back
Extension Filing
Not ready by the deadline? We file your extension (Form 4868) so you get up to six extra months — and we help you estimate any payment due so you avoid unnecessary penalties.
Book this service- ✓Form 4868 filing
- ✓Up to 6 additional months
- ✓Payment estimate to limit penalties
- ✓Stress-free deadline relief
Let's find the right fit
Book a virtual appointment and we'll recommend exactly what you need.
Book Your Appointment