TAX PREPARATION/FILING

Clients who use our Tax Preparation and Filing service will work with us through our Secure Client Portal. We have interviews designed to collect their information and a separate mobile app through our vendor that makes it easy to upload/scan documents. This is Tax Preparation made simple and efficient.

PRIOR YEAR REVIEW

Our Prior Year Review service allows us to look at taxpayers prior year taxes for any errors as well as missed deductions, especially for businesses. This is a standalone service and is also part of our Year Round Planning service. No one wants to be caught off guard by an audit and unprepared. At the same time, no one wants to leave money on the table by not utilizing all of the available deductions.

Paycheck Checkup

Tax Withholding can be tricky and HR is not always able to help. THat is where we come in. Allow us to do a one time paycheck checkup to make sure that you are not due for unpleasant surprises concerning your federal IRS withholding. Leverage our service to have peace of mind.