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Organized by stage
Help center.
Most questions clients have fall into three stages: getting started, during preparation, and after filing. This page organizes answers by stage so you're not searching through an FAQ built around forms instead of around where you actually are.
How this differs from the FAQ.
The FAQ answers the handful of questions nearly everyone asks in the first call — deadlines, turnaround, document lists. The Help Center goes further into the mechanics of actually working with us once you're engaged, organized by where you are in the process rather than by topic.
Before you start.
What documents you need, how the estimator works, what a "basic return" actually covers, and how to book an intro call. If you haven't engaged us yet, start here rather than the FAQ — it's built around decisions, not definitions.
During preparation.
Once you're a client: how to upload to SmartVault, what happens if a document is missing, how to reach your preparer directly, and what the draft-review step looks like before you sign Form 8879. Most questions at this stage get answered within about three hours.
After you file.
Where to find your signed copy and acceptance acknowledgement, how to request a copy of a prior-year return, and what to do if the IRS sends a notice after filing. This is also where amended-return and prior-year-return requests start.
Response times.
Our median response time to a client question is about three hours during business hours, faster than most firms during the weeks around March 15 and April 15 specifically, since that's when we staff up review capacity rather than let questions queue.
Still stuck?
If your question doesn't fit neatly into one of these stages, contact us directly rather than guessing from a general FAQ — a specific question gets a specific answer faster.
Filing now · FY 2026
Pick your form.
Pick your form.
We'll take it from there.
Two forms, two deadlines, one workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.
S-Corp · Form 1120S
Mar 15
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Individual · Form 1040
Apr 15
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