Simple, secure, stress-free

Understand how Refund IQ makes tax preparation easy. From start to finish, everything is handled clearly, securely, and with your peace of mind in mind.

Step 1 – Reach Out.

Fill out the form or send a message letting me know a little about your situation. No pressure, no commitment — just a first step to see how I can help.


Step 2 - I Review & Guide You.

I’ll review what you send, ask any follow-up questions if needed, and explain exactly what matters.
No confusing tax talk, no guessing — just clear direction so we can move forward the right way.


Step 3 - I Take Care of the Rest.

Once everything is clear, I prepare your return carefully and accurately — no shortcuts, no guesswork.
I’ll walk you through anything important, answer any last questions, and file when you’re comfortable moving forward.

No rushing. No surprises. Just done right.


Step 4 - You’re Done. I’ve Got You.

Your return is filed, everything is handled, and you’re free to move on. If anything comes up or you have questions later, I’m still here. Simple, clear, and no stress.


Fully Remote. Fully Supported.

I work with clients remotely, which means you can handle everything from wherever you’re comfortable. Documents, questions, updates — all handled simply and securely.

If we need to talk, we can hop on a call. You’re never left guessing.

Ready to Get Started?

Filing your taxes doesn’t have to be stressful. Click below and let’s get it handled.