Frequently asked questions
Answers about booking, documents, pricing and how we work.
Appointments
How do I book an appointment?
Create a free account, choose online or in-person, pick a service and a time that works for you, and confirm. You can reschedule or cancel from your dashboard.
Can I meet with a tax pro online?
Yes. Choose the online option when booking and you can share documents securely and meet remotely.
Documents
How do I send my tax documents?
Sign in and upload them from your dashboard. Files are stored privately and are only accessible to you and your tax professional.
Is my information secure?
Documents are stored outside the public website, transferred over HTTPS, and access is restricted to your account. We never display sensitive data in links or emails.
General
Do you file my taxes for me?
This site helps you book appointments, share documents and track your service requests. Preparation and filing are handled by your tax professional as part of your engagement.
Pricing
How much does it cost?
Pricing depends on the complexity of your return. Your tax professional confirms the price before any work begins, so there are no surprises.