Tax Filing FAQs

Yes. Software files your return—but it doesn’t uncover missed deductions, optimize your filing status, or plan ahead. We ensure your return is correct and every dollar-saving opportunity is captured

Absolutely. Whether you’re a W-2 employee, self-employed, or a business owner, we prepare both personal and business returns to make sure everything is coordinated for maximum tax efficiency.

Security is a top priority. All documents are encrypted, stored in secure portals, and only accessible by you and your assigned tax professional.

No—we work with clients year-round. Tax prep is just the beginning. We help with estimated taxes, extensions, audits, and proactive planning so you’re never caught off guard.

You’re not alone—we help clients catch up every day. Our team can file multiple years of late returns, negotiate with the IRS, and create a plan to get you back in good standing while minimizing penalties.

Pricing depends on complexity, but most clients find our fees more than pay for themselves in the savings and peace of mind we deliver. During your consultation, you’ll receive a transparent quote before we begin.

Many of our clients do. Often, CPAs focus on compliance (filing), while we focus on maximizing savings. Some clients keep their CPA for bookkeeping or payroll while using Uncle Kam for tax prep and strategy.