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.

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 at Questions@JamesFamilyTax.com if you cannot find an answer to your question.

Do you offer online or virtual appointments?

Yes. When scheduling an appointment with James Family Tax you will have the option to select your appointment preference.

How much does tax preparation cost with James Family Tax?

We strive to be fair when it comes to our pricing. All prices are based on the forms that are needed for an accurate filing and maximized return. The most recent tax season had an average cost for a personal return of $200. Free quotes are offered for your specific tax situation. Check out or "Tax Prep Cost Calculator" here.

How will my return be filed?

James Family Tax is an authorized 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.

What if I need help after tax season?

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

What documents do I need to bring?

We understand that It can sometimes be unclear on exactly what you need ahead of time for a tax appointment. We try to make this simple by asking that you:

1. Upload any documents that you believe are tax related to our secure portal ahead of your appointment if possible.

2. Complete the client interview on our client portal. [Portal Link Here]

When you do this our team will look at the combination of documents available and your interview to determine what else we might need and can reach out to request specific items that may be missing.

We may also need...

Current drivers license
Social security cards
verification of eligibility for certain credits such as education credits, child tax credits, and Earned Income Credit.

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

Are You New To The "Tax Family"?

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