Ready to get started on your taxes?

Click the link below if you're a new client or a returning client below!

New Client 

If you are a new client, we kindly ask you to take a moment to carefully fill out our comprehensive tax questionnaire form provided below. This form is an essential step in helping us understand your unique financial situation and ensure we can serve you better. 

Returning Client 

We will handle your 2025 tax filing by responding to the questions in the link and revising any significant information that has changed in 2024 (such as name, marital status, address, or new additions to the family). Please make a concerted effort to answer all the questions.

File an Extension

Need extra time to file your tax return? Click the button below to file your extension!

Upload Your Documents

Have more documents that you need to upload? Click the button below to upload them to your portal.

File Business City Tax

This filing ensures your business remains compliant with local regulations, avoids penalties, and stays in good standing with your city. 

File Sales Tax

Sales tax reporting ensures the taxes you’ve collected from customers are properly submitted to the state or local agency.

2025 Tax Prep

Hello Friend,

We are officially open and ready for the 2026 tax season and will be able to start submitting tax returns for e-file on January 27th. To keep the process streamlined, we ask that you follow the below process to get started.

Below is a price sheet for the tax preparation services depending on the tax scenario that your tax service’s needs.

  • Individual/ W2 tax filing - $150.00
  • Independent Contractor - $300.00
  • Corporation/ LLC (Under 250k in revenue) - $500.00
  • Corporation/LLC (Over 250k in revenue) - $800.00
  • Tax Reduction Service - % of Tax Reduction/Savings (*$1,000 min deposit)
  • Financial Statements & Clean Up - $2,500.00
  • Business City Tax Filing - $200.00
  • Sales Tax/ Seller Permit Renewal - $150.00 per filing
  • 1099 Filing - $500 plus $5.00 per Vendor

 

010125 LEAD MAGNET COVER PAGE - TAX SEASON SURVIVAL GUIDE

Want to make sure your not missing any documents? 

Not sure if you have received all of your tax documents? download our checklist to make sure.

Have I serviced you before?

Click the appropriate link based on you becoming a new client or returning client.

New Client 

If you are a new client, we kindly ask you to take a moment to carefully fill out our comprehensive tax questionnaire form provided below. This form is an essential step in helping us understand your unique financial situation and ensure we can serve you better. 

Returning Client 

We will handle your 2025 tax filing by responding to the questions in the link and revising any significant information that has changed in 2025 (such as name, marital status, address, or new additions to the family). Please make a concerted effort to answer all the questions.

Need to upload more documents?

Client Portal

Need to access your documents?

Access your previous tax returns, and see what you have uploaded by logging into your portal below.

 

Have More Questions?