What is included

  • If you’re looking to file your annual tax return to remain in compliance with the IRS and your state, then you want our tax preparation expertise
  • Precise preparation of your tax return to stay in compliance with IRS & state annual tax filings


The Process


  • Introduction: We get to know you, your business, and build a relationship with a brief introductory call that usually can last 15 minutes
  • Review: We review the prior-year tax return for new clients
  • Checklist: We prepare a simple list of documents you may need to file your tax return
  • Once all your documents are received, your tax return will be prepared, reviewed, emailed, and uploaded to your portal for an optional review
  • If you are satisfied with the results and return the necessary signed documents, your tax return will be e-filed with the IRS and your state(s)
  • We retain your 3 prior years of tax returns on your online secure portal. If you will like your documents to be retain longer please contact us



Services to Group

  1. Tax Planning
  2. Business Consult: Starter or Established
  3. Tax Resolution

Tax Preparation

Accurate and timely tax preparation with a personalized touch!