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
UNLIMITED QUESTIONS
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.
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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.
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