General:

We have tax clients in Wilmington, Leland, Southport, Hampstead and across NC.
We work virtually which allows us to work with clients across the United States. The states that we don’t file taxes include California, Oregon, Maryland and New York
Absolutely. All eligible returns are e-filed for faster processing and quicker refunds.
Yes, we file extensions for our clients. Note that filing an extension grants additional time from the original due date for the tax return to be filed, but does not extend the due date for taxes owed.

Documents & Security:

Yes. All of your documents and messages are handled through our secure client portal, powered by TaxDome. TaxDome uses encryption and security standards similar to what banks and hospitals use to protect your data.
We offer a secure portal where you can upload your tax documents, so everything stays confidential and convenient.
We transitioned to a paperless system to optimize efficiency and security.
Our organizer will walk you through what to upload, step by step - including W-2s, 1099-Rs, 1099 investment forms, and anything else tax-related. We also ask for a full copy of last year’s return so we can confirm fit and pricing.

Yes, we offer virtual consultations for your convenience, wherever you are.
Timing depends on when you upload all of your supporting documents. Once your files are complete, you are added to our prep queue in the order received. During peak tax season, it can take up to 4 weeks to finalize your return. In slower months, most are completed in 5–10 business days. You will receive status updates throughout the process.
Yes. Your return is filed AFTER you have reviewed and approved it.

Yes, we review your expenses, deductions, and available credits to help minimize what you owe as a self-employed taxpayer.
Yes, we provide comprehensive bookkeeping services to help small businesses keep accurate records and stay tax compliant.
Yes. We will help you with this.