Frequently Asked Questions
Everything you need to know about working with Millionaires Tax Consultants.
Secure virtual tax preparation, client support, tax planning, and professional pathways available nationwide.
Do Millionaires Tax Consultants prepare taxes virtually?+
Yes. Millionaires Tax Consultants provides secure virtual tax preparation services in all 50 states. Complete your intake, upload documents, communicate with our team, review your return, and sign required forms online from anywhere in the United States.
What types of tax preparation do you provide?+
We prepare individual and family tax returns, self-employed and sole proprietor returns, and eligible small business returns. We also provide tax planning consultations, prior-year return assistance, and support with IRS letters, notices, document requests, audit-related matters, and tax-record review.
What should I prepare before starting my tax intake?+
Gather a government-issued photo ID; Social Security numbers or ITINs for you, your spouse, and dependents; W-2s, 1099s, and other income records; business income and expenses when applicable; banking information; your prior-year return; documents for deductions and credits; and any IRS or state notices. The secure intake will guide you based on your filing situation.
What is the Millionaires Tax Consultants ERO pathway?+
Our ERO pathway is an application-based opportunity for qualified tax professionals who want to grow within a structured, compliance-focused framework. It may include PTIN and EFIN review, eligibility screening, business and compliance review, software and portal setup, training, onboarding, operational guidance, and activation based on approval and final terms.
How do I check my return or federal refund status?+
Use your client portal or the tax status tools provided by our firm for updates on your file. After the IRS accepts your federal return, use the official “Where’s My Refund?” tool to track your federal refund. State refund status is generally available through your state tax agency.
Do you serve clients in my state?+
Yes. We proudly serve clients in all 50 states through our secure virtual tax preparation process.
Do you prepare business tax returns?+
Yes. We assist sole proprietors, self-employed taxpayers, and clients with certain small business tax situations. If your return is more complex, we will review your information first and confirm the service option that best fits your needs.
Can you help with prior-year tax returns?+
Yes. We can assist with eligible prior-year tax return preparation and review your situation to determine what is needed to help you get back on track.
Can you help if I received an IRS letter or notice?+
Yes. Depending on your situation, we may assist with notice review, response support, and guidance. Upload every page of the notice through the secure intake or client portal so our team can review the issuing agency, deadline, and requested action.
Is my information secure?+
Yes. We use secure intake and client portal systems for document collection, communication, and tax workflow management. Protecting your personal and financial information is a core priority.
How do I get started?+
Complete the secure intake and upload your documents. Our team will review your information and contact you regarding service eligibility, missing items, next steps, and the preparation process.
Do you offer tax planning, or only tax preparation?+
We offer both. In addition to preparing tax returns, we provide tax planning consultations to help individuals and businesses understand their tax position and make more informed financial decisions throughout the year.
Do I have to come into an office?+
No. Our systems support a convenient virtual experience for clients nationwide. In-person service may be available only when specifically arranged.
How long does the process take?+
Timing depends on the complexity of your return, how quickly complete documents are submitted, and whether additional information is needed. After reviewing your intake, our team can provide clearer next steps and an expected turnaround.
What makes Millionaires Tax Consultants different?+
Millionaires Tax Consultants is built for today’s client and tomorrow’s tax industry. We combine nationwide virtual service, secure systems, responsive client support, tax knowledge, and a growth-focused business model to deliver a modern experience for individuals, families, businesses, and tax professionals.