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
Got random tax questions? Received a notice in the mail and not sure what it means? We've got you covered!
Message us anytime year-round to receive answers to your tax-related questions as they come up.
Clients also have the ability to purchase discounted meetings with us to discuss more complex topics. These meetings are available via Zoom or by phone.