Accurately filing your taxes starts with gathering your personal information, all the right documents, and tax information, all while adhering to the April 15 deadline.
During your tax preparation appointment, a member of our tax expert team will have you fill out a simple intake form listing all your income sources, life changes, deductions, and more details relevant to your unique tax situation.
We’ll also request any tax documents you received in the mail, including:
- W2s
- 1099 forms
- Social security statements
- Investment summaries
- Other tax documents
Don’t stress if you’re missing any paperwork—we’re experts at tracking down any documents needed to 100% complete your tax return.
Next, our expert tax professionals input all your documents and financial data into our advanced tax software, guaranteeing precision and making sure that you don’t pay a penny more than you owe.
We comb every line item with a fine-tooth comb, ensuring we capture qualified home office deductions, HSA contributions, business expenses, rental property depreciations, and other write-offs hidden in plain sight.
Our tax expertise uncovers tax savings the average person would easily miss out on. And finding these buried deductions is only the start….
Once your taxes are fully prepped, we schedule a second meeting to walk through your completed tax return line by line before filing. We encourage you to ask lots of questions so you understand exactly how we calculated your refund amount or any taxes owed. We also ensure our preparation fees are affordable and transparent. That way tax time won’t be so perplexing next year!
As a full-service tax preparation company, we also offer consultations to discuss proactive tax planning and legitimate ways to shrink next year’s tax bill. When you’re 100% confident in your tax return, we’ll submit all necessary tax forms and federal tax returns on your behalf with the IRS and state. Then we tackle any follow-up needs if they request additional documents.
Tax preparation doesn’t get easier than this, especially when you have a professional tax preparer by your side, who can also assist with bookkeeping. Still not sure what to expect as a new tax client? Check out what our raving fans say sets us miles apart from DIY tax services and other tax preparation offices.