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.

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    Our Services

    OUR TAX FILING SERVICE INCLUDES:

    ✔ Income Tax Filing with maximized tax savings (personal & business)

    ✔ A video of us explaining your Tax Return in plain language 

    ✔ We'll help you understand any IRS letters you get in the mail

    ✔ Ask us unlimited tax questions year-round via email

    ✔ Access to lots of resources, videos, and tools to help you save time and money

    ✔ Access to our secure online portal 

    ✔ Referral Program to Help you Save

    Pricing

    starts at

    $500/year* 

    Get Started!

    *Recent graduates receive a $100 discount

    *Starting at $900/year for S Corps & Partnerships

    ADD-ON SERVICES

    AVAILABLE TO TAX CLIENTS

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    Tax Coaching 

    Business Coaching 

    Financial Coaching 

    Fast Pass 

    Bookkeeping 

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