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
TAX AUDIT DEFENSE
If you experience a tax audit for the current year filing that we complete for you, we are available to help! This includes a Professional Case Assessment, a professionally prepared response to the taxing authority, and representation before the IRS or State.
If you experience an in-person audit, you will be paired with a trusted tax professional to represent you and ensure the best outcome. Our tax audit defense covers up to $1,000,000 of services and is available to all of our tax clients at no additional cost.
These audit defense services become effective upon filing your current year tax return, and only apply to audits associated with the current year tax return.