Here are a few reasons to book a consult with us:
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You received a delinquent tax notice from the IRS & not sure what it means
You are a new business and not sure what tax to file and when to file
You are a sole proprietorship, Single Member LLCs so you require a Schedule C
You are in a business partnership with someone so you will need to file a Form 1065 & K-1
You are taxed as a corporation S Corp or C Corp, need a form 1120
You haven't been filing your taxes and need to become compliant with the IRS
You owe back taxes and need help clearing it up
You own a business and need help paying your quarterly taxes and understanding what deadlines apply to you
You've been doing it yourself and you want to avoid an IRS audit
You don't have a clue about tax credits but you want the benefits
Or maybe, you just want a stress-free tax season and it's time to turn it over to the experts
3 STEP GOAL
Strategy Call First
First, we schedule a discovery call to learn a thing (or two) about you & your business. The main objective of this call is to determine your business needs and see how we can best help you.
Contract + Payment
Once decide to work together, a proposal and contract are sent for the services we will render, in addition to a payment link to pay a retainer. This is all electronically for your convenience.
The Magic Begins
We start the onboarding process, where we go to work and initiate getting the vital document from our request list! We frequently communicate throughout the process to ensure the work is delivered electronically on time. Once completed, you will access your financials 24/7 through our secure client portal.