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
BOOKKEEPING SERVICES
Let us take the stress of recordkeeping off of your plate!
Here is how our bookkeeping services work:
1. We will provide you with a QuickBooks Online account (if you don't already have one).
2. We will categorize your business income and expenses throughout the year.
3. We will calculate your quarterly estimated taxes and send them to you throughout the year with detailed instructions on how to make each payment.
4. At the end of the year we will provide you with an annual Profit & Loss Report showing your annual business income and expenses.
S Corp clients also receive full payroll services and accountable plan set up/maintenance (which allows you to deduct home office, mileage and phone expenses).