Services

Personal Tax Preparation

Our form 1040 tax preparation process starts with you uploading your current year tax documents to our secure client portal. We act as your tax file cabinet as we keep all documents (W2s, 1099s, K1s, 1098s, etc.) in our security-protected software for the time required by law. When you go to apply for a mortgage in three years, we’re one email away from sending your loan officer everything they need. If you are old school and would rather drop off a giant envelope of docs that works for us too. Just realize that it will increase the time required for the engagement.

Our two-step tax preparation process allows us to be detailed on the preparation side and analytical on the review side. There is usually a healthy dialogue back-and-forth while preparing your return each year. Once we have a finalized tax return, we send you a draft copy for review and an electronic 8879 form to authorize us to e-file the return on your behalf. We go over the refund/amount due and make sure you understand why you’re getting money back or writing a big check. It’s a great time to change withholding for next year, change entity structure, etc.

Services

Personal Tax Preparation

Our form 1040 tax preparation process starts with you uploading your current year tax documents to our secure client portal. We act as your tax file cabinet as we keep all documents (W2s, 1099s, K1s, 1098s, etc.) in our security-protected software for the time required by law. When you go to apply for a mortgage in three years, we’re one email away from sending your loan officer everything they need. If you are old school and would rather drop off a giant envelope of docs that works for us too. Just realize that it will increase the time required for the engagement.

Our two-step tax preparation process allows us to be detailed on the preparation side and analytical on the review side. There is usually a healthy dialogue back-and-forth while preparing your return each year. Once we have a finalized tax return, we send you a draft copy for review and an electronic 8879 form to authorize us to e-file the return on your behalf. We go over the refund/amount due and make sure you understand why you’re getting money back or writing a big check. It’s a great time to change withholding for next year, change entity structure, etc.