Your Taxes. Your Money. The Platinum Experience.

No. There are $0 upfront fees to get started. Tax preparation fees do apply, and we’ll clearly disclose your fee and payment options before your return is filed, so there are no surprises.

Complete the short form on this page and select “Get My Free Tax Estimate.” A member of our team will reach out, review your basic information, and give you an estimate before you decide to move forward. An estimate is not a guarantee of your final refund or amount owed.

Common documents include a valid photo ID, Social Security cards for you and any dependents, W-2s, 1099s, records of self-employment income and expenses, Form 1098 (mortgage interest or tuition), and last year’s return if you have it. We’ll send you a personalized checklist after intake. Please upload documents only through our secure portal.

Yes. You can complete the entire process online: intake, secure document upload, review, and electronic signature. No office visit required.

Yes. We prepare returns for 1099 contractors, gig workers, and small business owners, as well as clients who have both W-2 and self-employment income.

Yes. We’ll help determine which dependents you may claim and which credits you may qualify for. You’ll need each dependent’s Social Security card and, in some cases, proof of residency, which you’ll provide through our secure portal.

It depends on how complex your return is and how quickly we receive your complete documents. Many returns are ready for your review shortly after everything is received. IRS and state processing times after filing are set by those agencies and can’t be guaranteed.

Absolutely. We serve clients in all 50 states through our virtual tax preparation process, including federal and applicable state returns.

Refunds can typically be received by direct deposit or paper check, and your preparation fee may be able to be paid from your refund. We’ll walk you through your options before filing. Refund timing is determined by the IRS and your state.

Yes. We can prepare prior-year returns. Let us know which years you need when you complete your intake.

Yes, audit protection is available. We’ll explain exactly what it includes, what it doesn’t, and any associated cost before you file.

Click “File My Taxes Now,” complete the short form, and you’ll be guided to your secure intake. From there, upload your documents and let Platinum handle the rest.