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We are committed to providing trusted, expert-driven tax and financial solutions designed to secure your financial future.

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frequently asked questions

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Do you file federal and state tax returns?

Yes! We prepare federal and state returns. Multi-state filings are supported; fees apply for state-specific filings.

Are you licensed/insured?

Our staff includes experienced accounting professionals and we carry professional liability coverage.

How do I upload my documents?

Use our secure app or Google Form. You’ll receive a secure link after booking.

What payment methods do you accept?

We accept major credit cards, ACH transfers, and business checks.

What if I need ongoing support?

Choose from our Essential, Growth, or Elite packages, or request a custom engagement.

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