Yes. Select Refund Transfer in your intake form. We’ll deduct prep fees from your refund after you sign IRS Form 8879. If the IRS adjusts or reduces your refund below fees, we’ll contact you to complete payment.
Photo ID, Social Security cards, W‑2/1099 forms, 1095‑A (if Marketplace insurance), 1098‑T (if education), and any documents for deductions or credits. Business owners: income/expenses list and 1099‑NECs.
Most returns are prepared within 1–3 business days after all documents and signatures are received. E‑file acceptance is usually within 24–48 hours.
Yes. Basic IRS notice support is included with all packages. Optional audit protection and year‑round support are available.