We offer flexible filing options for your convenience because we understand life doesn’t stop for taxes. If you don’t have a preference for a specific tax preparer, date, or time, you can submit your information easily through our online client intake process. One of our experts will contact you to process your information and assign you a dedicated tax preparer. For a more personalized experience, you can browse our directory of tax professionals and book an appointment with your preferred specialist. Each of our tax preparers has a set schedule and offers virtual filing options for added flexibility if you’re unable to visit one of our offices.

You can check the status of your refund return process anytime using the IRS Refund Tracking Tool or you can log into your IRS account online, you must have a valid and active ID.me account to access the IRS Taxpayer Portal

No, we will not submit your tax return without conducting a thorough consultation to review and assess your tax situation comprehensively. You will receive a completed copy of your return to review for accuracy and keep for your records. Rest assured, we will only submit your return with your authorized consent.

We offer convenient FILE NOW, PAY LATER options through our trusted bank partner, allowing you to file your taxes now and pay for services after your refund is funded. Your tax professional can explain the benefits and drawbacks of using this bank product, helping you make an informed decision. Please note, using our bank products is optional. You can choose to pay upfront for your services, or if you have a balance due after your return is completed, you can pay via cash, check, credit/debit card, or enroll in one of our in-house payment plans. At SBK Financial Group, we understand that taxes can be a hassle, and we’re here to make the process as simple and stress-free as possible—that’s what we specialize in!