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
QUARTERLY ESTIMATED TAX CALCULATIONS
By paying quarterlies, those with self-employment income are much less likely to owe taxes in the spring.
Our process for clients WITHOUT bookkeeping services
1. Each month we will send you a questionnaire asking how much self employment income you earned and how much you spent on various **categories of business expenses.
2. We will send you a message with recommended tax payment amounts and detailed instructions on how to make each payment.
3. At the end of the year we will provide you with an annual Profit & Loss Report showing your annual business income and expenses.
Our process for clients WITH bookkeeping services
1. Each month we will send you a message with recommended tax payment amounts and detailed instructions on how to make each payment.
2. At the end of the year we will provide you with an annual Profit & Loss Report showing your annual business income and expenses.