This would be how your typical appointment would go. Fill out our worksheet with totals for the categories, as much as possible. Bring any applicable documentation. Such as w-2's, 1099's, 1098's, K-1's, and any other statements. These could be dividends, interest earned, or unemployment.
We will extract all of the applicable information that you have gathered, and during your thorough Interview you will have every available tax benefit applied to your Tax Returns. During your interview you will also see and learn what to save for future years return preparation.
When we find those deductions that you have missed and need to do some homework/research, simply e-mail, or send through your personal portal, any additional information. As soon as we receive any missing or updated information, your returns can be completed and electronically filed.
That's it! With direct deposit you'll have your Federal refund in about two weeks. State even quicker.
You will be notified by email when your individual returns are accepted and also when to expect your refunds. Unless of course you owe.