Professional Tax Preparation for Individuals and Business Owners

1. Choose your tax service. Tell us whether you're filing individually or as a business.
2. Complete your intake. Provide basic information and securely submit the required documents.
3. We prepare and review. We organize your information, prepare the applicable returns, and confirm questions or missing items.
4. Approve and file. Review and authorize your completed return before electronic submission, when applicable.

 Business documentation may include EIN, prior returns, profit-and-loss reports, balance sheet, payroll records, business expenses, and ownership information.

Schedule a Tax Appointment below and we will send you a check list of what documents we need.