Frequently Asked Questions
May I file my return virtually?
Yes, with verified State ID and evidence of prior years returns we will complete your return virtually.
What documents should I bring with me?
Documentation varies depending on your tax situation. After booking you will receive a unique checklist detailing all forms needed for your appointment. The most common forms, however, are your prior years return, W2, K1, 1098T, and 1099Rs. For clients receiving, Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and Credit for Other Dependents (ODC), and Head of Household (HOH) Filing Status, verifying information will be required. Such as, evidence the dependents have lived with the you all year. (i.e report cards, UTMA account w/ primary address, prior year return with evidence of same dependents)
Are Business Tax Returns included?
Yes, We can prepare both your Business and Personal Returns
Are you licensed in the state of Maryland?
Yes, we have an active MD State Tax Preparer’s License in good standing. In addition to our licensing, we exceed the minimum continued education standards as required by law.
May I Walk-in or is an appointment required?
We require an appointment be made
What if the time I need is not available?
Please click “contact us” with the time and date request and we will make all available efforts to accommodate the time and date requested
What if I forgot to bring any applicable tax form?
We will happily pause your filing and give you sufficient time to upload the form at a later date “here”
I need to modify or cancel my appointment time or date
Please click “contact us” to request a modification or cancellation. We will make all available efforts to accommodate the time and date requested . Cancellations within 48 hours will receive a full refund, 24 hours 75% refunded. Unfortunately, cancellations in less than 24 hours can not be accommodated, however, the price paid never expires and rescheduling will be made a priority.
