Our tax preparation service ensures you stay in compliance in regard to your federal and state(s) filing requirements.
In addition, we assure a precise and accurate preparation of your tax return. During our final results call, every client will be given the opportunity to review their return prior to filing.
The Process
Introduction
Here, we get to know you, your brand, and your business. In the process of this brief introduction, we start building a relationship.
Review
We review and make all necessary investigations on new clients’ previous years’ tax returns.
Upload Documents
Documents can be uploaded through our secure client portal. The tax organizer can also be completed in the portal which helps provide us get more insight into your situation and how we can maximize your deductions and credits.
Tax Optimization Discussion:
Once we receive your tax documents we will discuss potential tax return red flags and areas that may need improvement or change.
Tax Return Prepared
After receiving your tax documents and discussing tax optimization, we will prepare your tax return, review, and upload it to our portal, where you can access it at your convenience. Once you approve the tax return, you’ll be able to sign through the portal for e-filing. Lastly, we will e-file your returns and message you once they have been accepted.
Safe Keeping of Documents
We will file and save your tax returns from the last three years on your portal. If you’d like to see a longer history of your tax return, please contact us.
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