Frequently Asked Questions.

Bring your photo ID, Social Security cards (or ITINs) for everyone on the return, all W-2s and 1099s, last year's tax return, and any documents related to deductions, credits, or business income/expenses.

Most e-filed federal refunds with direct deposit arrive within 21 days of IRS acceptance. Returns claiming EITC or ACTC may take a bit longer due to required IRS holds.

Yes. Qualified clients can receive a cash advance of up to $7,500 against their expected refund — often the same day, with no credit check.

Absolutely. We serve clients in all 50 states. Virtual appointments are available year-round and your entire return can be completed remotely.

Yes. We regularly help clients catch up on one or more years of unfiled returns and develop a plan to get back into compliance with the IRS.

All of them — Single, Married Filing Jointly, Married Filing Separately, Head of Household, and Qualifying Surviving Spouse. We also handle Schedule C and S-Corp returns.

Results vary by file, but most clients see initial removals or score improvements within the first 60–90 days. Significant transformations typically happen over a 6–12 month engagement.

We dispute items that are inaccurate, unverifiable, or outdated — including collections, late payments, repossessions, liens, judgments, and bankruptcies.

Our monthly credit repair service starts at $99/month, which includes dispute filing, credit monitoring, monthly progress reports, and personal coaching.

Submit our credit repair inquiry form. We'll schedule a free consultation, pull a soft credit report, and walk you through your custom restoration plan.

Life insurance protects the people who depend on your income — replacing lost earnings, paying off debt, covering final expenses, and leaving a financial legacy.

A common starting point is 10–15× your annual income, but the right number depends on your debts, dependents, and goals. We build a personalized recommendation in your free consultation.

Yes — 100% free, no obligation. We'll review your situation, explain your options, and only recommend coverage if it makes sense for you.

Term Life, Whole Life, Universal Life, Final Expense, Mortgage Protection, and policies with Living Benefits that can pay out while you're still alive in qualifying situations.

Monthly transaction categorization, account reconciliation, financial statements (P&L and balance sheet), cash flow reporting, and a tax-ready year-end package. Payroll, bill pay, and forecasting available as add-ons.

We primarily work in QuickBooks Online and QuickBooks Desktop, but we can also support Xero and Wave. We'll recommend the best fit during onboarding.

Submit our bookkeeping intake form. We'll schedule a discovery call, scope your books, and provide a custom monthly quote based on transaction volume and complexity.

Mastermind serves clients in all 50 states. Our home office is in the Dallas–Fort Worth Metroplex, and the majority of our work is delivered virtually for client convenience.

Call (682) 224-2265, email info@mmtaxpros.net, or use the contact form on our site. We typically respond within 24 hours.

We are not just a tax shop. With 30+ trained professionals, we deliver tax, credit, insurance, bookkeeping, and mentorship under one roof — backed by a leadership team that genuinely cares about your long-term wealth.