Individual Tax Preparation & Planning Services

When you think of your taxes, what's the first thing that comes to mind? Piles of paper? Countless hours of organizing? We know life is busy and tax planning, preparation and visits to a tax office is not how you want to spend your free time. That's why we utilize a better solution to cater to busy professionals, entrepreneurs and small business. By using the latest cloud-based technology we are able to create a better managed system and a more efficient process all together. 

HOW WE DO IT BETTER:

  • Personalized Focus: We care individually about each of our clients. We put in the time to understand your needs in order to provide you with the solutions that work best for you. Your success is our success!
  • Virtual Management: We manage your tax preparation process virtually, through a secure client portal that provides for more efficient data gathering and storage. We rely on flexible communication throughout the tax prep process using Skype, phone or email.  We are not restricted by business hours or by geography. Helping you any time it's mutually convenient. 
  • Paperless Tax Filings: We are an authorized e-file provider and utilize electronic signature at the end of your tax return preparation. This not only allows for reduced paperwork, but also for a secure and rapid delivery to the IRS.  

 

Leveraging the power of the latest cloud-based technologies, we can help you manage your tax and financial needs efficiently so you can get back to focusing on what really matters!

 

WHAT TO EXPECT WHEN YOU WORK WITH US THIS TAX SEASON... 

(1) We will send you an invitation via email to join Intuit Link, which is an easy to use client portal. The email will walk you through a quick and easy set up. Using Intuit Link allows for a secure and simple way to manage all your tax documents. You can uploaded your documents directly using your computer, tablet or even smartphone.

(2) Once we finish your return, we will submit it to you for review using the secure portal. You will be sent a link through which you will be able to view, approve and sign your return using e-signature from any location or device. Since we are an authorized e-filer registered with the IRS, we can also submit your return electronically. Less time spent, less paper, quicker refunds.

(3) We store your information safely and securely and use it the following year to spot trends and fluctuations in your financial data and make you aware of any issues. At the conclusion of tax season, we will send you an email containing tax tips you might be able to utilize during the year and gear you up for possible tax minimization the next compliance season. 

I'M EAGER TO START WORKING WITH YOU! WHAT'S THE NEXT STEP?

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