Tax Filing Services
a Sneak preview of what you'll experience as a new client:
Initiate services with a $100 deposit and gain access to our secure client portal.
Complete your Tax Organizers and upload your documents into our secure client portal.
Our mobile app makes uploading documents a breeze. Our Organizers include questions specifically geared towards ensuring you maximize tax savings.
Review and approve a draft of your tax return.
You will receive a video of me walking you through your tax return using plain language. This will help you understand what is being filed and allow you the opportunity to ask questions before you sign anything.
Pay the remaining balance and file your taxes.
As efile providers, we guarantee your tax documents are filed efficiently. We will also provide clear instructions should you need to paper file any documents.
Enjoy unlimited support for the remainder of the year.
Got tax questions? Received an IRS notice? Book a meeting with Rosemary or send her an email to receive support until December 31st.
our tax services include:
add-on services we offer:
All of our clients have access to our add-on meetings and services to support your unique financial and business goals.
1-Hour Business Structure Consulting Meeting ($75)
Considering becoming an LLC or an INC? Confused between S Corps and C Corps? Meet with Rosemary to discuss the different types of business structures and receive guidance based on your unique situation.
1-Hour Prior Tax Year Review Meeting ($75)
Meet with Rosemary to analyze any 2 prior year tax returns. She will explain what occurred on your return, your income, deductions, credits and any red flags that may be brought up in future audits.
40-Minute Financial Coaching Meeting ($40)
As a Dave Ramsey Financial Coach, Brent helps freelancers navigate the following topics: budgeting, debt management, retirement, and estate planning. Each meeting is customized to meet your unique needs & questions.
40-Minute QuickBooks Support Meeting ($40)
As a QuickBooks ProAdvisor, Brent guides clients 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.
Lite QuickBooks Bookkeeping Services (prices vary)
One implementation meeting (and ongoing unlimited free support sessions)
Tracking income & expenses (includes running payroll)
Quarterly Estimated Tax calculations (federal and state).
who are our clients
Although we specialize in interpreters, we also serve individuals, married couples and small businesses (LLCs, S Corps, C Corps & Partnerships) with various income sources. All services are available in either ASL or spoken English.
Services are provided 100% remotely and available nationwide.