Frequently asked questions

We use transparent flat-fee pricing based on the forms your return needs. Send a short description through the quote form and we'll give you a price before any work begins. There's no charge for the quote.

No. Everything can be done remotely: phone or video calls, secure document upload and electronic signatures. If you prefer to drop off paper documents, you can do that by appointment in Los Angeles or Bluffton.

After you request a quote, we send you a link to our secure client portal. Please don't email tax documents or your Social Security number, and don't put them in the website form.

Yes. Daniel works with clients in English and Spanish. You can also use our Spanish site, diazimpuestos.com.

Federal returns for clients anywhere in the U.S., plus California and South Carolina state returns. If you lived or earned income in more than one state, ask us about multistate filing.

Last year's return if you have it, your income forms (W-2, 1099s, K-1s), records for any business or rental, and any IRS or state letters you've received. We'll send a checklist for your situation after your quote.

Yes, we can help you understand the letter and respond. For returns Daniel prepared and signed, he has limited representation rights under the IRS Annual Filing Season Program. We don't provide audit representation; if you need it, we'll tell you so you can find an enrolled agent, CPA or attorney.

We collect only what's needed to prepare your return, use a secure portal for documents, and never sell your information. See our privacy policy.