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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.
Final Step!
Follow these two easy steps to get your estimated quote:
STEP 2: In your online account, fill out our "Estimated Quote Questionnaire" organizer
After you submit the organizer, we will email you a link to book a Discovery Call to discuss your quote
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