Tax Preparation Services

• Audit Maintenance Plan: All clients are required to opt into our audit maintenance plan for added peace of mind.
• Pay with Refund Option: Clients can choose to pay with their refund; however:
  • A $150 fee applies, along with additional bank and software fees.
  • Advertised prices are subject to change if this option is selected.
• Schedule C Clients:
  • A $250 bookkeeping fee will be assessed at the time of the appointment if you need assistance itemizing income.
  • Important: Schedule C clients must provide their documents in a spreadsheet format, along with supporting documentation, for efficient reporting.

• Invoice Payments: Payments can be made via invoice.
• Online Payments: Clients can visit the Appointments tab on our website to make a payment.

• Client App: Access your tax information and updates conveniently through our client app.
• Client Portal: For those who prefer a desktop experience, our secure online portal is available for document uploads, tracking progress, and accessing finalized tax returns.

• Experienced & Reliable: Over two decades of experience in tax preparation.
• Transparent Pricing: No hidden fees (unless pay with refund option is selected).
• Secure & Remote: All services are conducted remotely with secure document handling.
• Comprehensive Support: From individual to international tax preparation, we’ve got you covered.

Let us handle the complexities of tax season so you can focus on what matters most.