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
IDENTITY THEFT RESTORATION
The identity theft restoration service will assist with any kind of identity theft incident, even outside of taxes.
In the event of an identity breach, we will provide 6 months of daily credit monitoring, place fraud alerts on your credit records, notify local authorities, and provide a personalized ID Recovery Kit to ensure that your identity is completely restored.
​
This service is available to all tax clients and costs $100 per identity theft incident.