FAQ

Questions, answered.

If you do not see your question here, reach out directly.

What does “by invitation” mean?

Black Card Tax takes on a limited number of clients so each one receives personal attention. Start with the intake; every request is reviewed personally, and we will reach out if it is a good fit.

Who will prepare my return?

Christian Trigo prepares and reviews your return personally and is your single point of contact throughout.

How do I send my documents?

After you are onboarded, you receive access to a secure client portal for uploading documents. Please never send SSNs or tax documents by email or through this website.

How much will it cost?

Essentials starts at $225, Business at $450 and Advisory at $1,200. The Year-Round add-on starts at $150/mo. Your exact fee is confirmed in writing after intake and before any work begins.

Do you work with clients outside San Antonio?

[PLACEHOLDER: confirm: yes / Texas only / nationwide, and whether meetings are virtual or in person]

Do you prepare state returns?

[PLACEHOLDER: confirm state return policy and any additional fee]

Can you help if I received an IRS notice?

Yes. IRS notice support is included in the Year-Round add-on. If you are not a Year-Round client, mention the notice in your intake and we will let you know how we can help.

When is your deadline for taking on new clients this season?

[PLACEHOLDER: intake cutoff date for the current tax season and extension policy]

What happens before my return is filed?

We walk you through the finished return. Nothing is filed until you have reviewed it and given your approval.

Still have a question?