Frequently Asked Questions

Q: How long will it take to get my refund?

A: Your return will be sent to you within two weeks.  After you review your return and mail it to the IRS, the IRS will issue your refund depending on the schedule of the IRS.

Q. Can you lower my taxes?

A. We make every effort so that you pay the least tax as required by law.  We protect you from questionable tax “strategies” that increase the probability of an audit.

Q. What do you charge?

A: It depends on the complexity of your financial situation.  For individuals and families with wages, dividends, capital gains from stock and/or mutual funds, and itemized deductions, the typical fee is $120.  Couples filing “Married filing separately” are charged for each individual.  There are additional charges for more complicated tax issues such as rental real estate and income from multiple states.

Q: What area do you cover?

A: We are located north of Boston and cover the area (approximately) from North Andover to Wakefield and Hamilton to Burlington.

Q: What is your guarantee?

A: Affine Financial Services guarantees that if you owe penalties or interest charges due to our error, Affine Financial Services will pay those penalties and interest on federal, state and local returns.  You do not pay until you see your completed return.  If you are not satisfied, you are not obligated to pay.

Q: What do I need to get started?

A: Please have your tax documents collected.  I’ve included a list on the “Checklist” page.   Then call or email to schedule an appointment.