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    • Home
    • Individual Tax
    • Businesses
    • Appointments
    • About Us
    • Worksheets
  • Home
  • Individual Tax
  • Businesses
  • Appointments
  • About Us
  • Worksheets

Individual Tax Services

Introduction of what to Expect. 

Click play button to watch.

Let's Get Prepared!

STEP 1

STEP 1

STEP 1

Complete the Client Information form. Yes, we know we ask for a lot of information, but we actually need it. And next year, we will have most of this on file to save you time. You will also UPLOAD TAX DOCUMENTS in this step so have them ready. 

STEP 2

STEP 1

STEP 1

Choose your service options and sign the Engagement Letter to let us know it is time for us to get to work on your file. 

STEP 3

STEP 1

STEP 3

If you have an LLC, you'll need to fill out the additional form for the FinCEN Corporate Transparency Act requirements starting in 2024.

If you have a business that is taxed as an S-Corp, C-Corp, or Partnership, you'll need to complete the Business Interview.

Tips for Getting Started

STEP 1:   Client Information

                - Make sure you have your valid ID for you and your spouse. 

                - Be sure to have all the Social Security Numbers for everyone on your return.

                - Have a list of everyone's birthdates


Please gather all your tax documents, preferably scanned into your PC or already in pdf form. Alternately, use your smartphone to snap clear pictures of the documents and send them to yourself so that you can upload the documents. Make sure no important info is cut off!



HOW LONG WILL IT TAKE TO PREPARE YOUR TAX RETURN?

               We usually start work within 2 business days of receiving all your documents and 

               information. Tax returns are processed on a FIRST IN-FIRST OUT Basis.                          


               STANDARD Turn-around time (non-peak) is 2 Weeks from when we get all your info

                PRIORITY SERVICE: Turn-around in 5 Business Days.

                            During peak periods (first 2 weeks of April and October), 

                            all clients will be billed for PRIORITY SERVICE.

 

NEXT:   We will prepare your tax return and send you an email when we're done!

STEP 1: Start Here

Access Our Secure Systems

Click the button below to start filling out the Client Questionnaire and Upload your Documents. If you need to come back later to finish, your work will be saved along the way. Be sure to click the SUBMIT button at the end to let us know you are ready for us to start working. 

Questionnaire and Uploads Here

Sign Engagement Letter & Select Service Level

You may schedule a call or meeting with the Tax Advisor!

Once you completed the above section, then click here to set up your Call with the Tax Advisor!

Due to demand, we can only meet with you AFTER you have uploaded your documents. 

Schedule Your Meeting with a Tax Advisor

Step 3 - Complete this section if you own an LLC

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