HOW TO PREPARE FOR YOUR TAX APPOINTMENT
Save Time & Money!
Submit All Your Documents Online!
We Can Access and Download Your W2 For Your Convenience If Your Employer is Enrolled !
Don't Miss Time Off Work Or Away From Your Family This Tax Season!
Submit All Your Documents Online 24/7
WE PROCESS RETURNS IN ALL 50 STATES!
We Process All State and Federal Returns.
No Office Visit Required!
Remote/Virtual Appointments Available Online 24/7
Office Appointments Available By Appointment
THERE ARE NO UPFRONT COST TO FILE !!!
Refer Family, Friends, or Coworkers And Earn $100
GET STARTED WITH
3 EASY STEPS
Step 1
- FILL OUT THE PERSONAL INFORMATION FORM BELOW
- INCLUDE YOUR NAME, EMAIL ADDRESS, AND PHONE NUMBER IN COMMENTS
- CLICK SUBMIT
Step 2
NEXT WE WILL EMAIL YOU A SECURE LINK FOR YOU TO UPLOAD ALL YOUR TAX DOCUMENTS (W2’S, 1099, SSA, ID, ETC) OR YOU CAN SUBMIT YOUR DOCUMENTS BELOW. JUST FOLLOW THE STEPS. THEN WE WILL PROCEED TO
STEP 3
- FINALLY WE WILL SCHEDULE AN APPOINTMENT IN PERSON OR A REMOTE/VIRTUAL APPOINTMENT ONLINE AT YOUR CONVENIENCE.
- IN PERSON APPOINTMENT: WE WILL REVIEW ALL DOCUMENTS AND CALL TO SCHEDULE AN APPOINTMENT TO COMPLETE YOUR TAX RETURN
- REMOTE APPOINTMENT/VIRTUAL APPOINTMENT: WE WILL REVIEW ALL DOCUMENTS AND SCHEDULE A REMOTE /VIRTUAL APPOINTMENT ONLINE WITH YOU TO COMPLETE YOUR TAX RETURN
WHAT TO EXPECT AT YOUR APPOINTMENT
IN PERSON
GATHER ALL YOUR DOCUMENTS FOR YOUR APPOINTMENT
WE WILL GO OVER YOUR RETURN WITH YOU
THEN WE WILL PROCEED WITH PROCESSING THE RETURN
WE WILL EFILE YOUR RETURN THE SAME DAY
NO UPFRONT COST TO FILE WITH US!
APPOINTMENT TIME: APPROX 60 MINS MAX
REMOTE TAX PREP APPOINTMENT/VIRTUAL APPOINTMENT
SUBMIT ALL YOUR DOCUMENTS ONLINE
WE WILL GO OVER YOUR RETURN WITH YOU
THEN WE WILL PROCEED WITH PROCESSING THE RETURN
WE WILL EFILE YOUR RETURN THE SAME DAY
NO UPFRONT COST TO FILE WITH US!
APPOINTMENT TIME: APPROX 30 MINS MAX
TAX CONSULTATION
A BRIEF CONVERSATION THAT COVERS ANY QUESTION THAT A TAXPAYER MAY HAVE RELATED TO THEIR TAX RETURN
IF SUFFICIENT INFORMATION WHICH INCLUDES DOCUMENTS ARE PROVIDED
WE MAY PROVIDE AN ESTIMATE OF TAX REFUND OR PAYMENT DUE IF ALL NECESSARY INFORMATION IS PROVIDED
APPOINTMENT TIME: APPROX 15 MINS
AMENDMENT
WE CAN TAKE A SECOND LOOK AT YOUR TAX RETURNS FILED WITHIN THE LAST THREE YEARS
IF NECESSARY FILE AN AMENDED RETURN
APPOINTMENT TIME: APPROX 60 MINS MAX
PRIOR YEAR RETURN (NOT FILED)
WE WILL FILE YOUR PRIOR YEAR TAX RETURN FOR YOU
APPOINTMENT TIME: APPROX 45-60 MINS MAX
NEW BUSINESS STARTUP PACKAGES
FEDERAL TAX ID (EIN)
BUSINESS FORMATION – (LLC, S-CORP, C-CORP, ETC)
NON PROFIT FILING
DBA FILING
COPYRIGHT
TRADEMARK