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
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.
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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.
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