Yes! While we are located in Ohio, we work with clients in any state.

(1) Upload a prior year tax return to ensure we're a fit. Upon approval, you will proceed to sign our engagement letter and submit a $100 non-refundable deposit, which will be applied towards your final preparation fee. (2) In January our Tax Questionnaire will be released, providing you with a convenient platform to submit all your tax information and support. (3) Once all support has been received, we will complete and review your tax return within 3 weeks of the final document received. (4) Upon completion, you will have a chance to review and approve your return before we e-file. The remaining invoice is due at this time.

We deliberately serve a niche clientele so we can keep our processes streamlined and cost-efficient, without compromising service. We DO work with clients who have: W2 Employment Income, Investment Income (1099s), Itemized Deductions, Social Security Income, Tuition or Student Loans, Alimony Paid / Received, and Stock Options. ​ We DO NOT work with clients who have: Contracting Income, Rental Properties, Schedule C Income, Cryptocurrency Income, Schedule K1s, or International Income.

The security of your sensitive information is our utmost priority. We go to great lengths to ensure the protection and confidentiality of your data. With our unwavering commitment to information security, we employ robust and secure systems that adhere to industry best practices, giving you peace of mind throughout your tax journey.

No. To optimize efficiency and promote environmental responsibility, we have transitioned to a paperless system. Our client portal contains a document scanning feature to turn your paper documents into PDF. Go green with us!

Rest assured, we've got your back! If you need a trusted CPA, we have a network of qualified professionals ready to assist you. Simply reach out to us at hello@usevivify.com and share your requirements. We're here to help you every step of the way.

While it's not our standard practice to extend tax returns, we recognize that life can bring unexpected circumstances. If you require a personalized approach or have specific needs, please don't hesitate to inform us. To ensure a smooth process, it's important that we have prior discussion and approval of any extenuating circumstances. If all the required documentation is not provided by March 22nd, a surcharge of $100 will be automatically applied.

Vivify : to endow with life or renewed life We carefully chose the name Vivify for our firm to embody our vision of enlivening the tax experience. Our aim is to inject vitality and energy into an often complex and daunting process. By embracing Vivify, we strive to make taxes more simple, approachable, and client-centric, ensuring a refreshing and empowering journey for our clients.