Free Tax Prep & E-Filing for new Clients!
(US Federal and State)
As a part of our effort to expand our business, we are offering free tax preparation for a limited time with electronic filing for Individuals, Businesses and Partnerships (Forms 1040, 1120, 1165) in exchange for an online review.
Our services are delivered by white label professional accountants who will serve your tax filing needs reliably and accurately.
Assessment: Understand your tax situation by viewing the results from your submission to our tax assessment questionnaire.
Consultation: Understand your needs in a complimentary 30-minute session.
Client Agreement: Sign a clear agreement to formalize our services and fees.
Secure Document Submission: Safely upload your tax documents via our secure online portal.
Tax Review & Preparation: We review your documents and prepare a draft tax return.
Client Review: Finalize and approve your tax return after a review session.
Filing & Confirmation: We file your return and provide confirmation.
Post-Filing Support: Receive ongoing assistance with any post-filing needs.
As per guidelines of IRS Circular 230, we value the confidentiality and security of all our clients' information and maintain an up to date WISP (Written Information Security Plan).
We are an IRS registered ERO with a valid EFIN and use Drake Tax Software to transmit your electronic tax return.
We are an IRS authorized e-file provider.
All sensitive information is captured via a Secure Link.
Text Us Now!
Or
Click the link below to fill out this form so we can assess your tax situation (no sensitive information will be requested)
Personal Tax Assessment Questionnaire
Business Tax Assessment Questionnaire
Our services are delivered by white label professional accountants who will serve your tax filing needs reliably and accurately.
Our Client On-boarding Process
Assessment: Understand your tax situation by viewing the results from your submission to our tax assessment questionnaire.
Consultation: Understand your needs in a complimentary 30-minute session.
Client Agreement: Sign a clear agreement to formalize our services and fees.
Secure Document Submission: Safely upload your tax documents via our secure online portal.
Tax Review & Preparation: We review your documents and prepare a draft tax return.
Client Review: Finalize and approve your tax return after a review session.
Filing & Confirmation: We file your return and provide confirmation.
Post-Filing Support: Receive ongoing assistance with any post-filing needs.
As per guidelines of IRS Circular 230, we value the confidentiality and security of all our clients' information and maintain an up to date WISP (Written Information Security Plan).
We are an IRS registered ERO with a valid EFIN and use Drake Tax Software to transmit your electronic tax return.
We are an IRS authorized e-file provider.
All sensitive information is captured via a Secure Link.
Text Us Now!
Or
Click the link below to fill out this form so we can assess your tax situation (no sensitive information will be requested)
Personal Tax Assessment Questionnaire
Business Tax Assessment Questionnaire