Send us your documents and our workbook, we enter them into our system.
Next, we contact you to set a phone appointment, where we will review your year, and answer questions.
After the appointment, you get a copy of the proposed return for review. Usually via our secure portal, along with our bill, not due for 30 days.
We will need you to sign your efile consent forms or follow any other final instructions.
It is not because we don’t trust you. First, it is a requirement for our due diligence as a preparer. Second, there are sometimes items on the previous return that need to be carried forward or used in comparison. Did you claim mileage utilizing the standard deduction or actual costs? Are you currently depreciating any assets? Do you have a capital loss carry forward? Can you answer these questions off the top of your head? …Sometimes it is easier to look at the previous year’s return. 😀
We defend any return we prepare free of charge. Any penalties or interest that are due to our mistakes, we pay. Our integrity is our most valued asset. You won’t find many tax offices like that!
As a side note, we also keep copies of everything you send us in PDF format. In the event of an audit, we will have most of the information we need. In the event that you have all of your records lost or destroyed, we can give you copies of all of your returns, old W2s, etc., free of charge.
We love emails. Please send us any questions and if we’re able to answer them via email we will, and if not, we’ll let you know if you need to schedule a tax home or a preparer consult.
Please note: Your inquiry is private. We do NOT share your information, directly solicit, message or “friend” you through social media (unless initiated/requested by you).
We are unable to answer questions related to the use of tax software programs.
If you are a current client with questions about contracts, withholding forms, or information regarding a new state you are heading to, feel free to call us! we are here to help. - If you are calling to talk about establishing or maintaining a tax home, you may schedule a tax home consult here.Remember that tax home issues can create a major tax liability if not handled correctly.
Open: Monday to Friday – 8:30 a.m. to 4:30 p.m. EST
(Please note: On Fridays our phones switch over to voicemail at noon, in order for us to prepare for the upcoming week.
The most secure way to send us your documents is to utilize this link that will allow you to select your saved files and upload them via our encrypted site.
Documents are processed within 24 hours EXCEPT ANY DOCUMENTS SENT AFTER 2:00 PM EST ON FRIDAYS OR ON THE WEEKEND. Weekend docs will be processed Monday or Tuesday at the latest.
Mail: 46 St. Mark Rd., Taylors, SC 29687
You will be directed to a separate PayPal portal page to complete the transaction. A PayPal account is not required.
Taxpayers can make electronic debit or credit card payments through our official IRS payment website, Drake e-Payment center, at 1040paytax.com. Convenience fees for credit cards (1.96%) or debit cards ($2.55) will be applied at the time of payment. Use this link to make your payment.