“Are you going to take a cut of my refund?”
No. Payment is due when your return is finished and before it’s transmitted. I don’t offer refund-advance or refund-transfer products, which are how a lot of this industry actually makes its money and which quietly cost filers a few hundred dollars for the privilege of waiting less.
“What happens to my Social Security number?”
It goes into an encrypted portal built for tax practices, and into my tax software. It never goes into email, text, or this website. There is no upload form on this site and no place to put one — a website that never holds your data can’t leak it.
“I haven’t filed in three years. Is that bad?”
It’s common and it’s fixable, and the sooner it starts the better it goes. Prior-year returns are quoted separately, per year. You will not get a lecture from me, and nothing you tell me during intake changes the fee we agreed on.
“Will an actual person look at my return?”
I prepare it, I review it line by line against your documents, and I sign it. You have one point of contact from the first call to the IRS acknowledgement. If something doesn’t reconcile you get a specific question, not an automated reminder.
“What if it turns out to be more complicated?”
You hear about it and approve a revised fee before I keep going. You will never open an invoice you didn’t agree to. If the revised number doesn’t work for you, you owe nothing for the conversation.