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
FINANICAL COACHING
As a Dave Ramsey Financial Coach, Brent Bocian helps freelancers navigate various financial challenges that come with earning self-employment income.
Sessions are 1-hour long and cost $150. Current tax clients receive a discounted price of $75.
Interested in gaining access to discounted financial coaching sessions by becoming a tax client?
Cashflow & Budget Analysis
Create a clear budget to ensure you know exactly where your money is going every month and financially prepare for the unexpected.
Retirement Plan Assessment
Learn about various retirement accounts and how much you need to set aside each month to fund the retirement lifestyle of your dreams.
Debt Management
You will be guided through Dave Ramsey's Debt Snowball activity and receive specific strategies to help you pay off debt while earning self-employment income.
Financial Threat Diagnosis
Receive a custom assessment of your financial risk management including loss of income, loss of capital, personal health costs, estate planning, disaster planning, etc, along with a personalized list of action items to neutralize financial threats.