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.
QUICK GUIDE TAX
ASK US TAX QUESTIONS
Are you struggling to find clear answers to your tax questions online? Are you looking for a second opinion on tax advice you've received? Are you transitioning to freelance for the first time and need guidance? Our Tax Question Service allows non-clients to receive answers anytime during the year, obligation-free.
Topics can include freelance best practices, the tax impact of business structures (LLC, S Corp, C Corp, etc), business deductions, quarterly estimated taxes, recordkeeping, and general tax planning.
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**Current tax filing clients receive unlimited questions for free**
PURCHASE ONE QUESTION
HOW OUR PAY PER QUESTION SERVICE WORKS:
1. Purchase your tax question
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2. You will be re-directed to a page to submit your question
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You will also receive a confirmation email with a link to the form in case you need to submit your question at a later time.
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If extensive research is required, or multiple questions are asked, an additional charge may apply. You will be notified of any additional charges before proceeding.
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3. We will email you an answer within 10 business days
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Follow-up questions are clarifications of the original question and do not include additional facts or require further research/documentation.
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Follow-up questions will be billed if asked 30 days or more from the original question completion date.
$40 per question
Statement of Liability:
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As a non-client, we do not have access to your tax, business and/or financial documents.
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We will provide advice based solely on the information provided by you, and are not liable for any decisions made based on the content shared.
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We encourage you to meet with your tax professional to review our suggestions and confirm that it fits within the scope of your unique tax/financial situation.
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By purchasing this service, you confirm that you have read and agree with this statement.
30-DAY UNLIMITED QUESTIONS
HOW OUR 30-DAY UNLIMITED QUESTIONS SERVICE WORKS:
1. Purchase your 30-day unlimited questions service.
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2. We will email you an invitation to our secure online portal.​
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3. Ask us unlimited questions inside our online portal.
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Your subscription will end 30 days after you activate your online account.
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We typically respond within 3-7 business days depending on the complexity of your questions.
$150 for 30 days
Statement of Liability:
-
As a non-client, we do not have access to your tax, business and/or financial documents.
-
We will provide advice based solely on the information provided by you, and are not liable for any decisions made based on the content shared.
-
We encourage you to meet with your tax professional to review our suggestions and confirm that it fits within the scope of your unique tax/financial situation.
-
By purchasing this service, you confirm that you have read and agree with this statement.