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
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.
**Current tax filing clients receive unlimited questions for free**
PURCHASE ONE QUESTION
HOW OUR PAY PER QUESTION SERVICE WORKS:
1. Purchase your tax question
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.
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.
2. We will email you an invitation to our secure online portal.
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.