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.
Our process includes:
1. You upload your tax documents and complete a series of questionnaires in our secure online portal.
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.
4. Upon your approval, we proceed with collecting necessary e-signatures and completing your tax filing.
QUICK GUIDE TAX
AD-HOC TAX ADVISING
(for non-clients)
Hi, I'm Rosemary!
Do you have tax questions?
I can help!
As an interpreter & tax professional (EA), I can offer you practical guidance on your unique situation.
This page is for non-clients only.
Current tax clients receive discounted tax support sessions.
What is Ad-hoc Tax Advising?
Are you struggling to find clear answers to your tax questions online? Are you looking for a second opinion on tax advice you've received? These sessions allow non-clients to get one-on-one support anytime throughout the year, obligation-free.
Topics can include business structuring (LLC, S Corp, C Corp, etc), business deductions, quarterly estimated taxes, recordkeeping, and general tax planning.
$150 covers a one-on-one 60-min meeting with Rosemary (Enrolled Agent). She will offer guidance and clarification during the meeting and send a follow up email with resources along with additional information on any topics that were not addressed during the meeting.
Interested in filing your taxes with us? Check out our services here!