You'll typically need your ID, Social Security or ITIN, W-2s, 1099s, income records, and deductible expense receipts. If unsure, we’ll guide you step-by-step.

The cost of tax preparation depends on the complexity of your return. You’ll always know the price before we begin working on your tax return.

It takes 7 weeks for the IRS to notify you of your ITIN application status (9 to 11 weeks if you submit the application during peak processing periods, January 15 through April 30).

Yes — if you owe back taxes, the IRS can apply your federal refund to your outstanding balance. This is called an offset.

Yes, you can! Many financial institutions allow individuals with an ITIN to open investment accounts. Having an ITIN does not prevent you from building wealth through investing. We have helped many individuals open their investment accounts with their ITIN.

A financial plan is a strategy that combines an investment account and a life insurance policy — giving you two powerful tools in one plan. It helps you grow your wealth while protecting your family, so you can plan for the future with confidence.

Yes, you can obtain coverage if you have an ITIN. We have helped many ITIN holder individuals get protected without the need to have an SSN.

Yes! Our life insurance policies include living benefits, allowing you to access a portion of your death benefit up to 70% while you’re still alive in case of critical, chronic, or terminal illness. We can help you choose a policy that fits your needs.

We offer a variety of investment account options based on your goals and financial situation, including retirement accounts (IRAs, Roth IRAs), brokerage accounts, education savings plans, and business plans (SEP, Simple, 401k). We’ll help you choose the best fit based on your needs, risk level, and long-term strategy.

Yes! We can help you register your business and obtain your EIN. We also offer bookkeeping services and tax preparation for small businesses.

Most refunds are issued within 21 days if filed electronically and with direct deposit. Filing by paper or choosing to receive a mailed check may result in a longer wait.

You can pay directly on the IRS website using a bank account, debit card, credit card, or payment plan. Make a payment here.

You can check the status of your refund using the IRS tool “Where’s My Refund?” online or in the IRS2Go app. You'll need your Social Security or ITIN, filing status, and refund amount.

You can request them online through the IRS “Get Transcript” system or by mail. If you need help accessing your records, we can request them for you with your permission.

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