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.

Our process maximizes your tax savings through our comprehensive questionnaire that gets filled out each tax season. Our questionnaire (or "organizer") asks you for everything that we need in order to make sure you get every deduction and credit you're entitled to!

What our process looks like:

1. You upload your tax documents and complete a questionnaire 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.