You can request a quote (button above) or just reach out directly to firstname.lastname@example.org or call (917) 923-4178. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We send a link to our tax portal where you can upload documents and provide information about your tax situation.
- We guide you with any questions or notes along the way.
- We prepare the tax return based on the information/tax documents in the link.
- We share it with you for your review and answer any additional questions.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.
Our team of experienced professionals, led by Andrew Donoghue CPA, CFP®, stay up to date with the latest tax laws and regulations to ensure the accuracy of your taxes. We use cutting-edge software and tools to streamline the tax preparation process and ensure that no detail is missed.
Yes, we can! Our team of business service specialists can provide tax, accounting, and bookkeeping services, as well as business consulting to help you manage your finances and achieve financial success. We can provide assistance with linking popular business software like QBO, Gusto/ADP, Bill.com, Square, Stripe, other POS systems, etc... Contact us today to see how we can help you grow your business.
To summarize income and expenses for freelance activity (sole proprietor or single member LLC)DOWNLOAD RESOURCE
To summarize income and expenses from a rental unitDOWNLOAD RESOURCE
To allocate income based on dates of income production and residences.DOWNLOAD RESOURCE
To summarize your multimember LLC, partnership, or corporation's financial information.DOWNLOAD RESOURCE
We'll need these tax documents and information to file.DOWNLOAD RESOURCE