Providing Tax Services
We offer personalized tax services: done with you or done for you options. Both options allow you still file electronically and use bank products.
Done With You
Our done-with-you services offer a personalized and interactive approach to financial guidance. Through a video call, one of our experts will guide you through the process, step-by-step, ensuring you have a thorough understanding of your finances and the services we're providing. To prepare for the call, simply upload all necessary documents and data through our secure client portal. During the video call, we'll walk you through each stage of the process, addressing any questions or concerns you may have, and empowering you with knowledge to manage your finances effectively. This collaborative approach not only provides you with expert guidance but also equips you with the skills and confidence to take control of your financial decisions, giving you a deeper understanding of your financial situation and enabling you to make informed choices for your future.
Done For You
Our done-for-you services allow you to upload all the necessary documents and data required for our team to conduct various services, such as bookkeeping, accounting, and tax preparation. Once you've uploaded the necessary documents, our experts will take care of the heavy lifting, reviewing and processing the information to ensure accuracy and compliance with relevant regulations. We'll then provide you with the results of our services, including financial reports, tax returns, and other relevant documentation, eliminating the need for you to spend time and effort on these tasks. This convenient and efficient approach frees up your time to focus on what matters most to you, while we handle the technical and administrative aspects of our services.
**Please be aware that not all services can be conducted this way and some services may need to be conducted with you. Most services can be done for you with a quick follow up appointment. If you have any questions regarding how services can be conducted feel free to reach out.
