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 A TAX QUESTION
(for non clients)
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? Our Tax Question Service allows non-clients to receive answers anytime during the year, obligation-free.
Topics can include the tax impact of business structures (LLC, S Corp, C Corp, etc), business deductions, quarterly estimated taxes, recordkeeping, and general tax planning.
You are welcome to either pay for each individual question or sign up for our unlimited monthly subscription.
Prefer to discuss your question live via phone call or zoom?
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
-
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.
-
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
-
Follow-up questions are clarifications of the original question and do not include additional facts or require further research/documentation.
-
Follow-up questions will be billed if asked 30 days or more from the original question completion date.
Free for current tax clients
$25 per question
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.
Prefer to ask your question live via phone call or zoom? Click here to book a tax advising meeting instead!
UNLIMITED QUESTION SUBSCRIPTION
1. Purchase your monthly subscription (first month)
2. We will invite you to our secure online portal
-
Once you're inside our portal, you will be asked to fill out a questionnaire with your monthly billing preferences.
-
Once that's completed, you'll be all set!
3. Send us as many tax questions as you like!
-
Your subscription includes unlimited tax questions sent inside our portal.
*This subscription does not include live meetings via zoom. If at any time you prefer a live meeting, you are welcome to purchase one here.
*We do not pro-rate the monthly payment based on the date you initiate services. If you sign up in the middle of the month, $25 will be charged for the month you signed up. The following month(s) will be charged on the 1st.
*This subscription may be canceled at any time.
HOW OUR UNLIMITED QUESTION SUBSCRIPTION WORKS:
$25 per month
Free for current tax clients
