Our goal is to make tax compliance as easy as possible. Here is our easy four-step process:
Let us know you are interested by clicking here and completing our 60-second response form (no commitment).
We will reply by email with
To get started immediately, you may download our 2013 US Tax Questionnaire in MS Excel 5.0 format, supported by most spreadsheet programs.
Fill out your Tax Questionnaire and upload the completed questionnaire and related documentation (Form W-2, 1099, Form 1098, foreign tax statements, etc…) to your secure portal. We will send you an email confirming receipt of your tax information and that we have begun to process your tax return. We will contact you within 2 business days if additional documentation is needed.
Within 5 business days of receiving your complete tax information, we will e-mail the completed tax return to you in a password-protected PDF format for your review.
A licensed CPA will review and sign your tax return and we will assist you with e-filing your tax return with the IRS at no extra charge.
If you are a continuing client, we will pre-populate your personal online TaxNotebook to include all your information from last year to save you both time and effort in reporting your tax information.
Please email us if you need your client ID and password.