WE DON'T JUST "DO" TAXES.

WE'RE YOUR PERSONAL AND SMALL BUSINESS TAX EXPERTS!

schedule an appointment to get started now!

So let’s get started

We offer both In-Office and Virtual Appointments!

Click one of the options below to schedule your appointment with any of our knowledgeable Tax Professionals!

VIRTUAL APPOINTMENT

STEP 1 ▶ Click the link to schedule an appointment with one of our tax professionals.

STEP 2 ▶ Watch your email for a confirmation that includes instructions to what documents you need to provide and links to:

  • Client Engagement Agreement

  • Mobile App Download

  • Business Organizer (Business Clients Only)

STEP 3 ▶ Complete the Client Engagement Agreement, download the mobile app and upload your documents, and complete the Business Organizer and wait for your preparer to contact you once your return is done!

IN-OFFICE APPOINTMENT

STEP 1 ▶ Click the link to schedule an appointment with one of tax professionals.

STEP 2 ▶ Watch your email for a confirmation that includes a list of items you need to bring to your appointment and links to:

  • Client Engagement Agreement

  • Mobile App Download

  • Business Organizer (Business Clients Only)

STEP 3 ▶ Complete the Client Engagement Agreement, complete the Business Organizer (Business Clients Only), and show up to our office at your scheduled appointment time with your documents and have your taxes prepared. You also have have the option to upload your documents through the Mobile App in before your appointment should you choose to!

Flexible Payment Options

Need time to pay? No Problem! Check out our flexible payment options:

pay-by-refund Option

Pay nothing out of pocket with a pay-by-refund option!

It's your money – keep it in your wallet where it belongs. With our refund transfer payment options, pay for tax prep and other related fees right from your tax refund. With filing costs out of the way, you'll enjoy the rest of your refund worry-free.

  • Ask us about our pay-by-refund option.

  • Fees won't be collected until the service is done and your tax refund arrives.

  • Choose to get your refund by direct deposit, check, or Netspend Pre-Paid Visa Card.

Up to $9500 refund advance*

Looking to access your money NOW instead of waiting?

Celebrate at a restaurant, buy groceries, or just pay off some bills. Available for a limited time, we can offer refund advances up to $9,500 with 0% interest — the day you file.

  • Ask us to see if you qualify.

  • Access your tax refund the day you file.

  • Choose a method of repayment at the time of tax preparation.

The MoneySmart Difference

  • pay $0 upfront

  • maximum refund

  • refund advances up to $9500

  • send a referral, get $50

  • file your taxes from home

  • Flexible Appointments