You’ll receive a secure upload link after booking. Most clients provide identification, income documents (W-2, 1099, business records), prior-year returns, and any relevant tax notices. If you’re unsure, I’ll guide you—no guesswork.

All documents are uploaded through a private, encrypted client portal. No emails, no texts—your information stays protected at every step.

Most returns are completed within 1–3 business days once all documents are received. Complex or business returns may require additional time, which I’ll communicate upfront.

Yes. Integrity Wealth Hub prepares federal and state tax returns for clients nationwide. Everything is handled online through secure systems.

You choose your package, and we meet regularly to organize your books, tighten your systems, track your numbers, and keep your business financially aligned. Each tier includes customized workflows and accountability.

No worries—I offer cleanup services. We’ll review your books, clean up past months, and bring everything current so your tax return is accurate and your financials make sense again.

Yes. Some services include payment options depending on the package. If you need a plan, just let me know before we begin.

All returns are prepared using IRS-approved, professional-grade software and reviewed for accuracy. While no tax firm can guarantee outcomes, I ensure your return is maximized ethically, accurately, and in full compliance.

You receive a boutique, high-touch experience: secure technology, personalized strategy, clear communication, and a commitment to helping you build long-term financial clarity—not just a one-time tax filing.