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
Our Tax Service
BECOME A TAX CLIENT AND RECEIVE:
✔ Income tax filing with maximized tax savings (personal & business)
✔ Custom tax return review document explaining your results
✔ Unlimited tax questions year-round via messenger & discounted meetings
✔ Access to lots of resources (including free access to our Business Tracker)
✔ Access to our secure online portal
*Recent graduates receive a $100 discount
*Starting at $900/year for S Corps & Partnerships
AVAILABLE TO TAX CLIENTS