2027 Tax Season · Now Booking
Individuals, gig workers, and small business owners: complete your intake now and you are on the calendar before the January crowd.
Your Season, Step by Step
No payment required to submit your intake.
Tax Preparation & Resolution
One intake gets you started on any of these — we’ll confirm exactly what you need on your call.
W-2 income, dependents, education credits, Earned Income and Child Tax Credits — every credit you qualify for, claimed correctly.
W-2 · Families1099 income, rideshare and delivery, creators, side hustles — with the expenses and mileage that lower what you owe.
1099 · Schedule CSole props, LLCs, and small business filings, backed by QuickBooks expertise so your books and your return actually match.
LLCs · OwnersMissed a year — or a few? We file multi-year and delinquent returns and get you back into compliance without judgment.
Back TaxesA missed form, the wrong filing status, or a credit you didn’t claim? We correct it with an amended return.
CorrectionsBalance-due notices, CP2000s, levy threats — we respond, set up payment options, and work toward resolution.
Notices · ResolutionNew This Season
Recent federal tax law added new deductions for a lot of everyday workers. If any of these apply to you, they belong on your 2026 return — and software alone won’t always catch them.
A new deduction for qualified tip income in eligible occupations.
A new deduction for qualified overtime pay.
A deduction for interest on qualifying new personal vehicle loans.
An additional deduction for qualifying seniors.
Income limits and eligibility rules apply. We’ll review your situation on your call — general information, not tax advice.
Client Intake · 2027 Season
Submitting doesn’t commit you to anything — it gets you on the calendar and lets us prepare your personal document list.
Client Intake · 2027 Season
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Document Checklist
Start a folder now and drop forms in as they arrive in January. You’ll get a personalized list after your intake — this covers most returns.
Tax Season Questions
Because January gets busy fast. Completing your intake now gets you on the calendar, gives you your personal document list ahead of time, and means your return can be ready to transmit as soon as the IRS opens e-filing.
The IRS issues most e-filed refunds with direct deposit within about 21 days of acceptance. By law, refunds that include the Earned Income Tax Credit or Additional Child Tax Credit can’t be released before mid-February, so those typically arrive in late February or early March. We’ll keep you updated on your status.
It depends on what’s on your return — a single W-2 is different from a small business with several 1099s. After you submit your intake, we’ll give you a clear quote before any work begins. You can pay upfront or have your fee taken from your refund.
No. Everything is handled virtually — intake, secure document upload, review call, and e-signature — so we can serve clients anywhere in the United States.
Yes. We file prior-year and delinquent returns regularly and can help with any balances or IRS letters that came with them. Mention it on your intake so we can plan the right order to file.
We follow a written information security plan, collect documents only through secure channels, and never accept tax documents through social media messages.