TAX consult
Schedule a FREE 10 minute one-on-one consultation with an Authorized IRS e-file Provider to discuss your personal tax situation. Let’s get connected and see how we can provide personalized services for your tax preparation needs.
Tax preparation
Client intake interview or client completion of tax organizer
In-depth review of your individual tax documentation
Preparation of accurate tax returns based on client provided documentation
Calculate estimated taxes for self-employed small business owners
Electronic filing and direct deposit for a faster tax refund
File extensions and calculate estimated tax to avoid interest and penalties (where applicable)
FREE annual 10 minute tax consult to prepare for the upcoming tax season
* A non-refundable retainer of $100 is due at time of scheduling drop-off appointments. Retainer will be credited to the preparation invoice.
tax organizer (FREE)
What is a Tax Organizer?
A tax organizer is a document to help guide taxpayers with the collection and submission of information necessary to file a Form 1040, U.S. Individual Income Tax Return.
FREQUently asked questions
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