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Common questions about our process

Find clear answers about how we collaborate with you, and what makes our service truly distinctive.

How do I book an appointment?

You can book an appointment directly through our online scheduler or reach out to us via email. We offer both virtual consultations and scheduled in-person reviews.

What documents should I prepare?

We recommend having prior tax returns, income statements (W-2s, 1099s), expense summaries, and any documentation regarding asset sales or investment portfolios available.

What type of documents do you notarize?

We notarize a wide range of documents, including real estate closings, power of attorney forms, affidavits, business contracts, wills and more. 

Do you handle out-of-state returns?

Yes. While we are proudly rooted in Ruskin, Florida, we prepare multi-state tax returns and serve clients across the entire United States using secure digital portals.

Can you review my previous tax filings?

Absolutely. We provide thorough retrospective reviews to ensure past returns captured every eligible tax credit and deduction available to you.

Do you offer mobile notary services?

Yes! We provide mobile notary services and can meet you at your home, office, hospital or any public- trusted location.