How It Works — For U Financial Services

Question 1

How do I get started?

Accepted Answer

Simply fill out our intake form on the Get Started page or book a free consultation through Calendly. We'll review your information and reach out to confirm your appointment.

Question 2

What documents do I need to bring?

Accepted Answer

You'll need your government-issued ID, Social Security numbers for yourself and any dependents, all W-2s and 1099s, proof of any deductions (mortgage interest, charitable donations, etc.), and last year's tax return if available.

Question 3

How long does the tax preparation process take?

Accepted Answer

Most individual returns are completed within 24–48 hours of receiving all required documents. Business returns may take a few additional days depending on complexity.

Question 4

Do you offer virtual or remote tax preparation?

Accepted Answer

Yes! We offer fully remote tax preparation. You can securely upload your documents online and we'll handle everything from there, keeping you updated every step of the way.

Question 5

What are your fees?

Accepted Answer

Our fees vary based on the complexity of your return. We offer transparent, upfront pricing with no hidden charges. Contact us or book a free consultation to get a personalized quote.

Question 6

What if I receive a notice from the IRS?

Accepted Answer

We've got you covered. Our IRS Resolution service helps clients respond to and resolve IRS notices, audits, and other tax issues. Reach out to us as soon as you receive any correspondence.

Question 7

Do you prepare business tax returns?

Accepted Answer

Yes, we prepare tax returns for sole proprietors, LLCs. We also offer year-round tax planning to help businesses minimize their tax liability.

Question 8

Is my personal and financial information secure?

Accepted Answer

Absolutely. We take data security seriously and use encrypted, secure systems to store and transmit your information. Your privacy is our top priority.

Tax prep made simple

Got questions? We have answers.

Ready to get started?