We will file your federal and state income tax returns that are due April 15th (March 15th for S Corps and Partnerships). This includes both business and personal income tax filngs.
All clients receive a complementary extension if additional times is needed.
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Our process includes:
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1. You upload your tax documents and complete a series of questionnaires in our secure online portal.
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2. We ask any necessary follow up questions.
3. We provide a draft of your tax return including a personalized video explanation in plain language.
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4. Upon your approval, we proceed with collecting necessary e-signatures and completing your tax filing.
QUICK GUIDE TAX
Webinar Activities
Calculating Quarterlies
Example interpreter details:
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Income from 1099 sources:
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Earned $5,000 in January
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Earned $6,000 in February
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Earned $4,000 in March
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Using our spreadsheet, calculate how much they should pay for Q1 quarterlies (both federal and state).
**Bonus question: When are Q1 quarterly taxes due?
Calculating Extra W2 Withholdings
Example interpreter details
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Filing status: Single
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Income: has two W2 income sources.
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Job 1 pays $10,000 annually
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Job 2 pays $50,000 annually.
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Both pay biweekly (26 times per year)
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Using the W4 table, find out how much extra they should withhold annually.
**Bonus question: Complete the “multiple jobs worksheet” and calculate line 4