Frequently Asked Questions

Most returns are completed within 1-3 business days. Rush service is available — ask us for details when you book your consultation.

Yes! We handle everything from crypto gains to rental properties to multi-state filings.

Absolutely. Every client gets a dedicated tax professional. Text, call, or video chat — your choice.

Sensitive identifiers like Social Security numbers are encrypted at rest with AES-256 — the same standard banks and government agencies rely on. Data in transit is protected with TLS/HTTPS, and encryption keys are managed by Google Cloud KMS, kept separate from the data they protect.

We are SOC 2 Type II certified, which means we undergo annual third-party security audits to verify our data protection practices. We're also an IRS-authorized e-file provider, meeting all federal requirements for handling sensitive tax information.

Two-factor authentication adds an extra security layer to your account. After entering your password, you'll receive a verification code via email or authenticator app. This ensures that only you can access your account, even if someone learns your password.

Your data is securely stored in our encrypted servers for record-keeping and future reference. You can access your previous tax returns at any time. We retain your information to help with next year's return preparation and to maintain compliance with IRS regulations.

Yes! Our mobile site offers the same security features as our web portal, including AES-256 encryption and two-factor authentication. You can securely upload documents, check status, and communicate with your tax professional from anywhere.