Quick Guide Wealth

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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.

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MANAGE YOUR WEALTH WITH CONFIDENCE

Financial advising services tailored to meet your specific needs

✔ Custom one-time financial plan and estate plan review delivered by a licensed financial planner

✔ Retirement account advising and set-up

✔ Expert ongoing asset management services with annual review of performance, investments and risk tolerance

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Investment advisory services offered through Avantax Advisory Services℠.

Quick Guide Wealth and Avantax are not affiliated.

Tax services that are provided by Quick Guide Tax, LLC are separate and apart from Avantax.

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