Contact
Let's talk taxes.
We respond within one business day. Call, text, or email — whichever fits your day.
Main office
725.234.2323
Emergency direct (Mason H. Ross Jr.)
702.516.9216
Secure fax
725.777.4487
Direct emails
Office hours
- Mon – Fri9:00 AM – 7:00 PM
- Saturday10:00 AM – 4:00 PM
- SundayBy appointment
- Tax seasonExtended hours
Ways we serve clients
Remote filing available in all 50 states. Nationwide secure document uploads.
In-office visit requirements
What to bring to keep your appointment efficient:
- Government-issued photo identification
- Social Security numbers for filer, spouse, and all dependents
- All W-2s from current tax year
- All 1099s (NEC, MISC, INT, DIV, R, K, etc.)
- Business income & expense documentation
- Prior-year federal & state tax returns
- Bank routing & account number for refund deposit
- Any IRS or state notices received
- Receipts / documentation for itemized deductions
- Real estate, mortgage, and property tax statements
Remote appointment process
How phone, Zoom, and secure-upload filings work:
- Secure upload link. After intake, you'll receive a secure portal link to upload IDs, W-2s, 1099s, and supporting documents.
- Phone / Zoom consultation. A preparer reviews your situation, asks any clarifying questions, and confirms the scope.
- Document review. We reconcile your documents, identify missing items, and request anything outstanding through the portal.
- Return preparation. We prepare your federal and state returns and run a quality-control review.
- E-signature. You'll receive your return for review and sign electronically — secure, IRS-compliant, and fast.
- E-file & confirmation. We e-file and send your acceptance confirmation, with refund tracking instructions if applicable.
Quick Help
Common questions
What should I bring to my appointment?
ID, SSNs for everyone on the return, all W-2s and 1099s, business income & expense records, prior-year returns, bank info for direct deposit, and any IRS notices received.
How do remote appointments work?
After intake, you'll get a secure upload link plus a scheduled phone or Zoom slot. We review documents, prepare the return, and you sign electronically.
What documents are required?
It depends on your situation — at minimum we need identity verification, income documents (W-2/1099), and any deduction documentation. We'll send a tailored checklist after intake.
How do uploads work?
You can upload through your client portal or the TaxesToGo mobile app. All uploads are encrypted end-to-end and stored in our secure document vault.
What if I missed prior-year taxes?
We routinely prepare unfiled, prior-year, and amended returns. We can pull IRS transcripts to reconstruct income where needed.
Can I upload through TaxesToGo?
Yes. The TaxesToGo mobile app lets you snap photos of documents, submit your intake, e-sign, and track status — all securely.
What happens during a Zoom appointment?
We confirm identity, walk through your documents on screen, ask clarifying questions, and outline the next steps and timeline.
What is needed for in-office visits?
Bring the items in the 'In-office visit requirements' section above. Please arrive 5–10 minutes early to complete check-in.
How long does preparation take?
Most individual returns are completed within 3–7 business days of receiving all documents. Complex business returns may take longer and we'll quote a timeline.
How fast will I get a response?
Within one business day. For urgent matters, call or text 725.234.2323 — or use the emergency direct line at 702.516.9216.