General Filing Questions
To ensure an accurate return, please provide your W-2s, 1099s (for interest, dividends, or freelance work), 1098 Mortgage Interest statements, and records of any deductible expenses or charitable contributions.
We provide a full range of tax solutions, including individual federal and state income tax returns, small business (Schedule C) filing, corporate tax prep, and specialized filing for independent contractors. We also offer year-round tax planning and IRS audit representation.
Yes! We offer a secure digital portal where you can upload your documents and sign your return from anywhere in the country.
We offer an initial review for $50, which is fully credited toward your total filing fee if you choose to move forward with our services.
Once preparation has begun on your return, we do not offer full refunds. If you cancel mid-process, we charge a 50% administrative fee for the work performed, or provide a credit toward next year’s filing.
You can book your appointment through our online calendar, or by calling/texting our office at
314-220-4014 .
314-220-4014 .
Fees and Payments
Payment is due upon the completion of your return and prior to electronic filing. We cannot transmit your return to the IRS until all preparation fees are settled.
We accept all major credit cards, debit cards, and ACH bank transfers. In some cases, fees can be deducted from your tax refund (additional bank processing fees may apply).
Our initial quotes are based on the number of schedules and forms typical for your situation. If, during preparation, we discover additional complexities (such as undisclosed crypto trades or foreign accounts), the final fee may vary. We will always notify you before proceeding with additional billable work.