Frequently Asked Questions

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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 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 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 below

 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.

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. 

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.