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
QUICKBOOKS COACHING
Brent provides guidance on best practices for setting up, using and leveraging all that QuickBooks has to offer. Each meeting is customized to meet your unique needs/questions.
Sessions are 1-hour long and cost $150. Current tax clients receive these sessions at a discounted price.
Interested in gaining access to discounted QuickBooks coaching sessions by becoming a tax client?