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