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.
Beneficial Ownership Information (BOI) Filing
(for current clients)
IMPORTANT UPDATE:
UPDATE – March 27, 2025: As of Wednesday 3/26, FinCEN has issued an Interim Ruling and have lifted all reporting requirements for US citizens and US originated businesses (businesses originally formed in the US, its territories, and tribal lands). The only companies now required to file their BOI Reports are non-US formed businesses that have registered to do business within the US. Non-US formed businesses who previously had a March 21th, 2025 deadline now will have until April 25, 2025 to file their BOI report.
You may have heard of a new filing requirement for businesses called the "Beneficial Ownership Information" (BOI) report. Here is some information about this filing.
What is the BOI:
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This is a new requirement for LLCs and INCs starting this year. You're basically just registering your information as a business owner on a new database to help the Department of Treasury avoid fraudulent activity.
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The report is fairly straightforward and simply asks for your business and ownership information (no income or expenses are reported).
Who has to file:
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Non-US formed Limited Liability Companies (LLC), Incorporations (INC) and any business entity that has formation documents with a secretary of state who are registered to do business in the United States.
How to file:
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OPTION 1: You can file for free online here.
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OPTION 2: We can file it for you (Click above to purchase)
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We will send you an Organizer in our online portal to fill out and then we will complete the filing on your behalf.
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Important reminders
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Be cautious of companies sending you letters that make it seem as though you must pay them to file for you. This is not true, and you can file it yourself for free. If you get a letter like this, upload it into our portal and we will confirm if it's legitimate or not.
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