If you are self-employed and you don’t have an LLC, you will select the Premier Package! Your business is filed on a Schedule C. If you or your spouse have any additional business or LLC you will need to select the Ultimate Package!

If you are the sole owner of an LLC and you did not file form 2553 to be taxed as an S Corporation then you will file on a Schedule C which is included in the Premier Package. If your LLC is taxed as a S Corporation or Partnership you would need to choose the corresponding return. If you would like us to also file your personal return then you would choose the VIP Bundle Package!

Yes! Every Tax Package comes with a 30-minute Consultation that can be booked to review

your tax return and answer questions.

If you and your spouse both have a business you will choose either the Ultimate Package or VIP depending on if the business is a Sole prop, single member LLC or S Corporation.

If you don’t have a profit or loss statement to include in your documentation, you may need bookkeeping in order to determine what income and expenses to include on the Tax Return. If you have an uncategorized and/or unorganized spreadsheet, then you may need Bookkeeping Support in order to gather all the information needed to prepare the return.

For in person tax filing click the link below this section to book an in person appointment.

For virtual tax filing follow the steps below:

1.Click the virtual option below this section. New clients will create a password, existing clients use your existing

login information.

2. On the main dashboard, click the Tax Preparation button and complete the intake form fully. Upload all supporting documents. Skip any items that do not apply to your tax situation.

3. Sign all the consent forms and submit.

4. For Scorp, Non Profit or Partnership clients pay fee deposit. (Credited towards final balance)

5. Allow 48 hours for us to prepare your return and we will reach out if we need additional information!

We will prepare the prior year returns first in order and the current year return will be the last

prepared. Please book a tax consult to discuss because we may have to obtain forms from the

IRS. Here is the link. https://tfft.io/mFXntV2

Not sure which tax returns are missing or how much you owe? Our Tax Transcript Investigation service retrieves and reviews your IRS transcripts to identify unfiled returns, verify your tax history, and create a clear plan to get you back into compliance before you pay for tax preparation. This is the perfect first step if you're behind on taxes or unsure where to begin. Starts at 199.00.

Once we pull your transcripts we will explain to you the results of your investigation and provide a quote for the actual tax preparation. For multi year filers half of the fees are due before we begin the tax prep process and the remainder is due at completion. The Transcript Fee does not apply toward the tax prep.

Our standard tax preparation rates apply to complete files received by July 31. Beginning August 1, tax preparation services are subject to a 25% Extended Season Pricing increase. Filing an extension, scheduling an appointment, or submitting partial documentation by July 31 does not lock in standard pricing. Your complete file must be received by July 31 to qualify for standard pricing.

Important: If your complete file was received by July 31 and your return is completed after August 1 because of our processing timeline, the 25% increase will not apply.