Lockhart and Williams Financial Services can be 100% virtual. This means we can assist clients in all 50 states. We conduct all meetings via Zoom video conferencing along with limited phone options as well. Our mobile and web tax app allows clients to upload their tax documents securely to our tax professionals.

Yes. We offer all clients Protection Plus. It provides taxpayers and tax professionals with industry-leading audit assistance services, including tax fraud assistance, tax debt relief, taxpayer ID assistance, and more.

Yes, we offer cash advances up to $7,000 upon approval. We have two types: Pre-season (1/2-1/26) before the IRS acknowledges the return & Post-season (1/27-2/28) after the IRS acknowledges the return. Clients receive approvals within 24 hours. Loans are disbursed via check, direct deposit or pre-paid cards only. (Disclosure: Return is filed regardless of approval status.)

Our services are based on the intricacy of the work being performed. Rate may vary depending on the nature of work. Estimates are provided for each client.

· Identification & Social security cards (dependents)

· Income statement (W-2, Sch-C, 1099)

· Proof of Head of Household

· Childcare, Mortgage, Bank Statements

· 1098-T (College Students)

· Form 6419 Advance Child Tax Payments

· Letter 6475 Third Stimulus Payment

·Copies of your federal and state tax returns for the past year – both business and individual.

Office Phone Hours:

Monday-Friday: 10am to 6pm

Saturday & Sunday: By Appointment Only

We are open during peak season (1/2-4/15) the following hours via email: Monday-Friday: 9am to 7pm Saturday: 9am to 6pm Sunday: Appointment only.

We are open during off season (4/16-12/31) the following hours via email: Monday-Friday: 10am to 6pm Saturday & Sunday: Closed