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
Beneficial Ownership Information (BOI) Filing
**Current clients receive this service at a discounted rate**
What is the BOI:
This is a new requirement for LLCs and INCs starting in 2024. You're basically just registering your information as a business owner on a new database to help the Department of Treasury avoid fraudulent activity. The report is fairly straightforward and simply asks for your LLC business and ownership information (no income or expenses are reported).
Who has to file:
Limited Liability Companies (LLC), Incorporations (INC) and any business entity that has formation documents with a secretary of state.
When is the filing due:
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Businesses in existence prior to 2024 have until January 1st, 2025 to complete the filing.
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Businesses formed during the 2024 year must complete the filing within 90 days of formation.
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Businesses formed in 2025 and on must complete the filing within 30 days of formation.
Penalties for not filing
Willful failure to file a BOI report can result in a $500-per-day fine, up to $10,000 total, and up to two years in prison.
How to file:
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OPTION 1: You can file for free online here.
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Click here to watch a video explaining how to fill it out step by step
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**Most LLC formation companies include the BOI filing within their services. If you use a company to form your LLC, confirm with them regarding if they will file your BOI or not.
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OPTION 2: Quick Guide Tax can file it for you (click above)
Be on the look out for scams
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Be cautious of emails asking you to click unsecure links, submit payments or provide sensitive information related to this filing. There have been fraudulent attempts to get information from people this way.
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Be cautious of companies sending you letters that make it seem as though you have to pay them to file for you. You can file this yourself for free, and you do not need a third party company to do it for you. You are welcome to work with a trusted third party company (like us) to file for you if you want to, but it is not required.
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If you get suspicious letters, show them to your tax professional to confirm if it's legitimate or not.