We help individuals and businesses comply with tax laws, maximize deductions, minimize tax liability and plan for the future.
Returning Clients – Please upload documents to the secure client portal.
New Clients – please complete and submit the engagement letter and New Client Intake Form with your $100 deposit.
Services include, but not limited to:
- Efiling
- Personal Federal tax returns – including Schedule C’s
- Business Federal tax returns – 1120, 1120S, 1065,990
- State tax returns from any state nationwide
- Extensions
- Amendments
- Prior year returns
- IRS/State Tax Notices – let us talk to the IRS or state for you
- State LLC annual returns
- Financial Planning – Personal and Business
- Retirements Accounts
ALL TAX RETURNS PREPARED BY US INCLUDE THE FOLLOWING:
$1 Million Tax Audit Defense
Identity Theft Restoration
$2,500 Tax Preparation Guarantee
Brief tax consultations throughout the year
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Did you become a 1099 contractor for the first time this year? Did your tax status change? Get a new job? Get married? Have a baby? Not sure how to complete the W4?
Receive an IRS notice that you don’t understand? Need to start saving for retirement?
Don’t be afraid to contact us!
*any consultation that requires a scheduled phone or zoom call over 30 minutes will be an additional charge
FREE SECOND LOOK
We will take a free second look at your prior year tax return and let you know if it needs to be amended
(additional charges will apply if we amend the return)
Tax Discounts include:
25% off for military personnel and senior citizens
50% off dependents return IF preparing the parent return as well
*Outstanding Tax prep fees may be auto deducted from your refund (for an extra fee) if you prefer no out of pocket costs*
Curious about not having enough tax withholding? Don’t want to owe? Waiting for your refund? Check out the withholding calculator and your refund status below.
Fill out the tax estimator below for an estimated quote
(*actual cost will be based on number of forms prepared)
Tax Preparations Forms
ENGAGEMENT LETTER
NEW CLIENT TAX PREPARATION INTAKE FORMS:
New Client – Personal Tax Preparation Intake Form
EXTENSION REQUEST
TAX REFUND STATUS
TAX WITHHOLDING CALCULATOR