1. Fill out our form to request a quote

2. Make your online account

3. Once inside the portal, fill out the “estimated quote questionnaire”

4. After that is filled out, you will get a link to set up a meeting with us!

All clients will be asked to sign a payment authorization form allowing us to set up a 12-month recurring monthly fee.

All of our packages include IRS and State Tax Notice support. Simply upload your letter into the portal, and we will let you know what it means, along with applicable action steps. If the letter requires a phone call, you will have the option to purchase our Representation Services at an additional cost.

The level of tax-question support you receive depends on the service package you choose. Please visit our Interpreters, Agencies, and Non-profits pages to explore each package and discover exactly what support is included.

• No, Rosemary Bocian is an Enrolled Agent. 

• An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

• Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. 

• Click here to learn more about Enrolled Agents.

• Yes. At Quick Guide Tax, we take the security and confidentiality of our client’s information and documents as a priority. We employ cutting-edge encryption protocols and security measures to ensure that your data is protected from unauthorized access and cyber threats.

•  Rest assured, your sensitive data is safeguarded, meeting the highest industry standards for data protection.

• Click here to learn more about our Privacy Policy.

Yes, our services are 100% remote and we serve clients in all 50 states.

Yes, our clients have the ability to add bookkeeping services.

Yes, our Quick Guide Wealth branch offers financial advising, financial planning, and estate planning tools.

Yes, we offer our clients tax debt relief services.

Yes, we can help you with your business entity needs, including recommendations, implementation and maintenance guidance.