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.
Interested in becoming a tax client? Click here.
Interested in hosting a workshop? Click here.
Interested in free tax resources for freelancers? Click here.
Interested in asking us a tax question WITHOUT signing up for our tax services? Click here.
Interested in financial coaching WITHOUT signing up for our tax services?Click here.