INCOME TAX PREPARATION

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 filings.

 

All clients receive a complementary extension if additional time is needed.

What our process looks like:

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 final 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.