Resources & Tools

Download free checklists, guides, and worksheets designed to help you master taxes, credit, and business funding.

Tax Prep Checklist

Stay organized with our step-by-step checklist for tax season.

Credit-Building Guide

Learn strategies to boost your credit score and build financial confidence.

Funding Prep Worksheet

Get business-ready with this funding application prep tool.

For Clients

What documents do I need to file my taxes?

👉 You’ll need your W-2s, 1099s, photo ID, Social Security card, and any supporting documents for deductions or credits (like childcare, education, or medical expenses).

Can I file virtually, or do I need to visit your office?

👉 You can do both! We offer secure virtual filing through our app, or you can visit us in person—whichever works best for you.

How long will it take to receive my refund?

👉 Refund timelines vary, but most clients receive their refunds within 2–3 weeks if filing electronically with direct deposit.

For Students / Partners

How do I enroll in your tax preparer training program?

👉 Simply fill out the “Work With Us” form on our website and select “Training Program.” Our team will follow up with next steps and enrollment details.

Do I need experience in taxes to join the program?

👉 No prior experience is required. We’ll provide you with the training, resources, and mentorship you need to get started.

How does revenue sharing or partnership work?

👉 Partners typically earn a percentage of fees collected from clients they serve. We’ll review the structure in detail during your onboarding call.

For Credit Solutions / Funding

How long does it take to see results from credit repair?

👉 Every credit profile is different, but most clients see improvements within 30–90 days, depending on the number of items disputed.

What are the requirements to apply for business funding?

👉 Typically, you’ll need to show at least 6 months of business revenue, a business bank account, and fair credit. Some lenders may have additional requirements.

Will credit repair guarantee approval for funding?

👉 While credit repair can improve your chances, funding approvals also depend on business revenue, financial history, and lender requirements.