No, we are not CPA’s. We are participants in the IRS Annual Filing Season Program and have limited representation before the IRS. AFSP participants are included in a public database of return preparers on the IRS website.
◉
02.
Do you have an office or work from home?
Both. We have a formal office in Nocatee for client meetings, but we also work from home.
◉
03.
Can I bring my kids to the meeting?
Yes. We have kids and understand how busy schedules can be.
◉
04.
Do you meet on weekends or evenings?
Yes. We are a very flexible team and will work around your schedule.
◉
05.
Can you deduct your fee from my refund?
Yes, we offer the sbtpg bank service that would allow this functionality for a fee.
◉
08.
How do I upload documents to Smart Vault?
Upload your documents directly through the Smart Vault Portal using the instructions provided in the link below.