We help households of two or more people with household income up to $50,000, seniorcitizens (welcome regardless of income), and small nonprofit organizations. We servehouseholds rather than single individuals. Not sure if you qualify? Reach out and we’ll let youknow.

No in-person appointment is required. Everything is handled online through our secure client portal — you complete a short questionnaire, upload your documents, and our team takes it from there. If you’d like to talk something through, you can book a free consultation right from the site.

Yes. Tax preparation is free for those who qualify — low-to-moderate-income individuals andsenior citizens — with no hidden fees.

We can help. Many of the people we serve have one or more prior years to catch up on.We’ll review your situation, tell you which years need to be filed, and prepare them in theright order — no judgment, just a clear path to getting you back on track.

Owing the IRS doesn’t disqualify you, and it’s more common than people think. We’ll preparean accurate return and walk you through your options so you understand exactly where youstand.

Absolutely. Your information is protected and stored in your encrypted, secure client portal.We will never sell or share your information — and we will never ask for your portalpassword, not even our own staff.

Yes. We provide accounting support to small nonprofit organizations with under $100,000 inannual revenue, so more of their resources can go toward their mission.

We’ve put together a simple checklist covering the basics — your photo ID and SocialSecurity number, income forms like W-2s and 1099s, and any documents for deductions orcredits. Not sure if something applies? Upload it anyway.

Log into your client portal, complete the questionnaire, and upload your documents. If you’renew, reach out through the site or by phone and we’ll send your portal invitation.