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
PERSONALIZED TAX RETURN REVIEW DOCUMENT
We know that taxes are complex and can be difficult to understand by simply looking at a tax return. That's why we give all of our clients a personalized review document going over the most important parts in plain language!
This allows you to rest easy knowing that what is being reported is as accurate as possible! It also allows you to ask questions or clarify any last minute concerns before we file your taxes.