Just Booked an Appointment?

1. We will send you a confirmation of your appointment

Expect a text and email confirming your appointment. We will also send you reminders leading up to the date. If you need to reschedule, no problem. We just ask that you provide at least a 24 hour notice. We have recently updated our general terms and conditions for tax preparation.

2. You are encouraged to use our secure portal

We have a dedicated portal for each of our clients to securely exchange documents. This client portal also has an onboarding questionnaire that can help determine what types of documents or information you may need. *Uploading documents and completing the questionnaire in advance may help expedite the preparation of your return.

https://jamesfamilytax.com/upload-documents

3. We look forward to meeting you in your appointment

You will meet with one of our tax consultants. Our calendars are set up in a way that will match you to a consultant who specializes in the type of appointment you selected. We will work to understand your needs and how we can best serve you. For complex tax situations or scenarios, a follow up meeting may be required.

Frequently Asked Questions

Please reach us if you cannot find an answer to your question.

🫱🏼‍🫲🏽 Setting things up for success

We look forward to partnering with you to complete your return. The ability to complete your return will depend on you as the client providing all documentation in a concise manner.

For example, uploading all relevant documents at one time or bringing all relevant documents to your in-office appointment.

🔐 We are committed to your security

We understand the importance of maintaining the confidentiality of your personal and financial information. We will not disclose any information provided by you to any third parties without your explicit consent unless required by law.

James Family Tax also leverages a secure client portal in accordance with our internal security plan and compliance with IRS security guidelines.

This client portal also provides a central location for document exchange. We cannot accept sensitive tax information through any other virtual channel outside of this portal. This includes e-mail, text, or any other digital channel.

💵 We strive to be fair with our pricing

We have simplified and standardized our pricing: At James Family Tax, we use transparent pricing for individual tax returns, with costs determined by forms and complexity your situation requires. Our goal is to provide clarity on expertise needed - from straightforward W-2 returns to complex situations with multiple income sources, business income, or deductions.

For current tax year filings, payment is due upon the completion of your return.

Payment can also be made from your refund if applicable and in accordance with our terms and conditions.

More on pricing can be found here> SERVICES & PRICING

🏦 We are an authorize e-file provider

We file all returns electronically and directly to the IRS. Some rare circumstances do warrant a return be mailed and we work with our clients to make sure those returns are sent.

🤗 Support after filing your taxes

James Family Tax works year-round to support our clients and their tax needs. Appointments are always available for needs after the filing season.

Additional services after your return has been filed may be subject to additional service charges.

🏆 We hope to exceed your expectations

James Family Tax has been honored with the prestigious "Your SA Best Places for Tax Services Award" in 2023, 2024, and 2025. This recognition is a testament to our unwavering commitment to providing exceptional tax services.

We are also proud to be highly recommended and rated on Google.

Thank you for the opportunity to show you why we love taxes and the families we get to serve.

Just Booked an Appointment?

1. We will send you a confirmation of your appointment

2. You are encouraged to use our secure portal

3. We look forward to meeting you in your appointment

Frequently Asked Questions

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