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
Tax Resource Center
Our robust resource center includes reference sheets, helpful links, how-to videos, and spreadsheets to help you stay on top of all of your tax and business related tasks.
Topics include:
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A free copy of our Business expense tracker spreadsheet
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Quarterly estimated tax guides
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LLC resources
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S Corp resources
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Tax credit explanations
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Deduction explanations
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Budgeting spreadsheets
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and much more!