No, unless there’s a lot of information that changed and you prefer to submit it on Tax e-form® instead of manually entering the new info on our Secure Upload & Messaging Site. Generally, returning clients simply need to upload their current tax documents if nothing else has changed, or if they have a few minor changes that they are comfortable with entering on our Secure Upload & Messaging Site such as a new address, phone number, bank info, dependent etc.

Generally it takes two or three days for your info to land on a preparer’s desk, then perhaps another day or two before you’ll hear from us via text, phone call, or email for the purpose of completing your returns.

All the most popular forms and schedules. Besides the 2025 Federal Form 1040, Tax e-form® provides the necessary information to prepare your Schedule A (Itemized Deductions), Schedule B (Interest and Dividends), Schedule EIC (Earned Income Credit), Form 2441 (Child Care Credit), Form 8812 (Additional Child Tax Credit), and Form 8880 (Retirement Savings Credit). Over 80% of all personal income tax returns can be filed using these forms. In addition, we’ll calculate your tax on Capital Gains Distributions and Qualified Dividends, figure your taxable Pension and Social Security Benefits, your Student Loan Interest Deduction, your tax on Early Retirement Distributions, and even perform a Married Joint vs. Separate comparison!

We’ll also prepare and e-file your resident State tax return along with the Federal at no extra charge.

Tax e-form® users can now have more complex returns prepared by submitting one or more of our Worksheets which have been carefully designed to assist us in preparing more complex returns. If you would like us to professionally prepare your complex return, download one or more of our Worksheets here:

Self-Employment Income & Expenses Worksheet
Rental Income & Expenses Worksheet
Education/Tuition Deductions & Credits Worksheet
Non-Cash Charitable Contributions (over $500) Worksheet

All States that have an income tax, and the price for preparing and efiling your resident State return is included in our $200 base fee. We can also prepare Non-Resident and Part-Year Resident State returns if required, though extra charges will apply for us to prepare more than one State, generally $25 – $50 per extra State depending on complexity.

Yes, if you’re obligated to file a City tax return we will prepare that for you unless you instruct us otherwise. We do not file city returns electronically, though we often obtain your signature on the City return electronically and will print and mail the form for you with the necessary attachments (W-2s etc). Balance Due tax payments can be made to most cities online.

Yes, beginning with Tax Year 2010 each return that we professionally prepare must be filed electronically per IRS. Not only will you get your refund back quicker, but you’ll also have the peace of mind knowing that your Federal and State tax returns were filed and accepted. Even if you owe money, it’s nice to know your tax information has been accepted by the taxing authorities.

Tax Year 2012 was the first year that IRS did not deposit refunds according to a weekly Refund Cycle, instead advising taxpayers to check the “Where’s My Refund?” link at www.irs.gov for an individualized refund deposit date. Tax Year 2024 refunds for simpler returns were generally faster than in previous years, sometimes arriving in 7 to 10 business days. More complex returns tended to adhere to the old standard of 10 to 16 days after acceptance.

IRS support staff will not discuss the status of a refund unless it has gone beyond their 21-day published objective.

“Where’s My Refund?” includes a tracker that displays your tax return’s progress through three stages:

1. Return Received 2. Refund Approved 3. Refund Sent

Return progress can be updated by IRS on a daily basis instead of weekly as in previous years, and the Refund Sent date will be actual instead of estimated.

Overall acceptance-to-deposit timeframe is expected to be similar to last year for tax returns that are not pulled for review.

If you do not want to have your refund direct-deposited you can receive your refund check by mail, but last year these took a week longer to receive.

Our experience has been that about 95% of all refunds are deposited within the expected timeframe. We’ve seen 5% or so held back by IRS for what they call a “compliance review” and deposited one week later. Other reasons for delay of refund are as follows:

– Taxpayer owes delinquent Federal or State taxes, either individual or business
– Taxpayer owes delinquent child support
– Taxpayer has certain other delinquent debt with Federal or State agencies, such as student loans, military, etc.
– Primary taxpayer’s name and/or SSN has changed since filing last year’s return or taxpayer did not file a return last year (possible one week delay)
– Taxpayer has claimed a blatantly unallowable deduction
– Social Security Name/Number for taxpayer, spouse, or dependent does not match information provided by the Social Security Administration
– Return has been selected by IRS for Earned Income Credit review