Schedule a Consultation

Booking a consultation is the first step toward accurate
filing and peace of mind. We’ll review your needs and outline clear next steps.

What to Bring

Individuals

  • ID and SSNs

  • All tax forms (ex. W2, 1099, 1098, etc.)

  • Prior-year return

Small Business Owners

  • Business income records

  • Expense documentation

  • Prior-year business return

Prior-Year / Notices

  • IRS or state notices

  • Any filed or unfiled returns

FAQ

Do you offer virtual consultations?

Yes. Virtual consultations are available and may be conducted via live video call or by telephone, based on your preference. 

 

How does pricing work?

Pricing is based on the complexity of your tax situation and will be discussed during your consultation.

How long does the process take?

Turnaround time varies, but we communicate timelines clearly from the start.

Do you file tax returns for prior years?

Yes. We can prepare and file tax returns for prior years.

How long will it take to receive my refund?

Once your tax return is officially filed and accepted by the IRS, refunds are issued within 2 to 3 weeks.

Can the cost of services be deducted directly from my refund?

Yes. If you receive a federal refund, the cost of services may be deducted directly from your refund. If you do not receive a refund, payment must be made out-of-pocket prior to the official filing of your tax return. 

Can I set up a payment plan to cover the cost of services out-of-pocket?

Yes. Payment plans are available and are subject to specific terms and conditions, which must be reviewed and agreed upon prior to the official filing of your tax return.

Maximize Your Tax Refund with BJ&H

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