Tax Center
We offer year-round tax services in all 50 states. Please see a full list of specific services below.
No Contact Tax Returns
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COMPLETE THE ENGAGEMENT LETTER AND ORGANIZER
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PORTAL ACCESS
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Once we receive your Questionnaire we will invite you to access to your personalized secure portal where you can upload all documents. Existing clients have 24/7 access.
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PREPAYMENT DEPOSIT
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An invoice will be sent to secure your mandatory $100 deposit. Your invoice will have an estimated total when sent. No refunds will be given once we have started.
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REVIEW AND APPROVE
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We will upload a copy of your return and any government forms for estimates, etc. Once you approve we will send an electronic signature via DocuSign. If there is a balance due it will be required at this time in order to file.
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Downloads & Links
Free 30-Minute Tax Strategy Consultation | Request |
Disclosure of Tax Information | Submit Here |
Sole Proprietor Workbook (Schedule C) | Download |
Rental Workbook (Schedule E) | Download |
