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

RESOURCES

Quick Guide Tax Business Expense Tracker Spreadsheet
In this excel spreadsheet, you can track your business income & expenses, calculate quarterly estimated taxes, track your mileage and gather end of year tax information.
Quarterly Payment Spreadsheet
In this excel spreadsheet, you can type in your monthly 1099 income and expenses and find out how much you should pay in quarterly estimated tax payments.

Interpreter Tax Deductions List
Use this list to help you know what you can deduct as a business expense when you file your taxes!

Business Trip Flow Chart
In this flow chart, you can find out if your trip qualifies as business travel, what types of record you need to keep and what you can deduct as business expenses.
Tax Season Checklist & First-year Freelancer Cheat Sheet
Use this checklist to prepare for tax season and your first year as a freelancer.

Budget Based Scheduling Spreadsheet
In this excel spreadsheet, you can type in your monthly budget and hourly rate to find out the minimum number of hours you need to work to support your expenses.