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 Coaching
Not in the mood to email your tax questions? We've got you covered!
Our clients have the opportunity to purchase discounted tax coaching sessions year-round. During this time we can discuss any tax-related questions you have.
Topics can include the tax implications of:
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Having a baby
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Getting married
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Purchasing a rental property
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Moving to a new state
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Various retirement accounts
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Health savings accounts
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529 Plans (educational savings accounts)
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and more!