Taxes Don’t Have to Be Scary!
Keep Taxes Simple with Simple Bookkeeping Solutions
Let’s Get Organized!
Tax forms can feel like a lot of work. Some accounting firms give you a packet with more than 20 pages of questions to fill out.
We know that can feel overwhelming, so we make it easier.
During your Tax Consult, we will go through the questions with you. We will help fill everything out and ask questions to make sure we have the information we need.
Please bring any papers or information you think may be important. We will help you get everything organized and ready!
Step 1:
Now We Get to Work
Our tax team will start working on your tax return. We will work hard to get you the best result possible.
Sometimes, we may need more information from you. Please check your Client Portal often so you do not miss any questions or requests.
Step 2:
Let’s Review Your Return
Your tax return is now finished!
We will call you to choose a time to come in. During your meeting, we will review your tax return together and answer any questions you may have.
At this meeting, you will also need to pay any open invoices. Your invoice must be paid before we can e-file your tax return or give you a copy.
Step 3:
