Conducting 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 or voice 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.
File Your Own Return
Looking to file your own tax return? Our firm’s software makes it easy and affordable! For just the cost of the filing fee—only $121—you can complete your return with confidence. Your return will be reviewed and signed off by a professional tax expert, ensuring accuracy and peace of mind, just like traditional tax prep services.
Take advantage of this discounted rate and enjoy the perks of having a professional review your return without the hefty price tag. To get started, simply download our app and follow the easy steps. Save money, stay accurate, and have your taxes done right!
***Please note that not all services can be performed in only one way. We strive to accommodate our clients' preferences. Most services can be completed with a quick follow-up appointment, but if you prefer to be present during the service, we are happy to accommodate that as well. If you have any questions about how our services are conducted, please feel free to reach out.****