PREMIUM FINANCIAL ADVISORS • FAQ
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Find answers about taxes, refunds, credit services, business support, Tax Academy, enrollment, client resources and digital products.
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Taxes
Preparation, documents, 2025/2026 returns
Refunds
Estimator, IRS status, quotes
Credit
Reviews, reports, goals
Business
Consulting and bookkeeping
Tax Academy
Training and curriculum
Programs
Enrollment and next steps
Client Resources
Forms, uploads, portal, appointments
Digital Store
Templates and downloads
Tax Questions
The website is currently organized to support 2025 returns and 2026 return estimates/planning. The exact documents and rules depend on the tax year being filed.
Common items include W-2s, applicable 1099s, dependent information, business income and expense records, and other documents related to your tax situation. See the Financial Checklists page.
Yes. The Tax Preparation page includes support for self-employed and 1099 taxpayers. Applicable business income and expense records should be gathered before preparation.
Visit the Tax Resources page for direct links to IRS.gov, Where's My Refund, IRS forms, the IRS withholding estimator and other official tools.
Refund Questions
No. It provides a preliminary federal estimate for planning purposes only. Final tax results require a complete tax review and supporting documentation.
No. Refund results depend on complete income, withholding, filing status, dependent eligibility, credits, deductions, tax law and other facts.
Use the official IRS Where's My Refund tool linked on the Tax Resources page.
Use the Refund Estimator for a preliminary number, then go to Tax Preparation or Contact for the official review.
Credit Questions
No. No responsible provider should guarantee a specific score increase, approval, interest rate or lending outcome.
The Credit Resources page links to AnnualCreditReport.com and additional consumer credit resources.
Gather your current credit reports, accounts you have questions about, balances, inquiries and the financial goal you are working toward. See Financial Checklists.
Business Questions
Bookkeeping focuses on organizing financial records. Business consulting focuses on understanding the broader financial picture and using it to support business decisions.
Yes. Business owners may benefit from combining organized bookkeeping with broader business-financial strategy.
Business income, expenses, bank statements, bookkeeping reports if available, debt information and your current business goals are helpful. See Financial Checklists.
Tax Academy Questions
Not necessarily. The academy includes foundational training for beginners as well as material relevant to developing tax preparers.
Topics include tax fundamentals, W-2 and 1099 returns, filing status, dependents, tax credits, due diligence, tax-office workflow, client experience, business basics and marketing fundamentals. See the Curriculum page.
Programs & Enrollment
Visit Programs & Enrollment, choose the program you are interested in and submit the enrollment request.
No. The form begins the enrollment process. Availability, program requirements and final confirmation may vary.
Client Resources
Digital Store
The Digital Store can include tax templates, credit guides, business templates, checklists, e-books, workbooks and other downloadable financial resources.
Visit the Digital Store page.
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