Frequently Asked Questions

Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest…

8 Steps to Filing and Getting Your Refund/Getting Your Return:

  • Signed Engagement Letter

  • Submit Documents

  • Complete Tax Organizer (all clients must complete no exceptions)

  • Client appointment/Interview (discuss returns/fees)

  • Tax Engagements/Work

  • Exit Interview/Review with client

  • Submission to IRS/State

  • Receive Electronic & Mailed copy of tax return (within 10 business days after interview)

Virtual Appointments Only

Appointments after March 30th clients will be placed on an extension.


50% deposits due upfront. The remaining balance shall be paid upon completion.

When Will I Receive My Return

Within 10 Business Days

Where to Submit/Upload Documents

Upload to the                     , fax, secure email, or personal mail to office address at 500 Lanier Ave. W, Ste 908 Fayetteville GA 30214

Client Portal

Does this Firm Provide Year-Round Service? 

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.

Will My Information Be Kept Confidential?

We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates, or friends who might have referred you to us.