Stop Overpaying Taxes!
lowering our clients taxes
Get Larger Deductions & Save More!
Save more money, take larger deductions, benefit from tax loopholes, and get the lowest tax liabilities allowable by law.
Tax Preparation Services
Federally Licensed Tax Experts
Personal Taxes
We prepare our clients personal taxes in combination with their bsuiness.
- Reduce taxes
- Increase credits
- Bigger refunds
Business Taxes
We work hard to reduce taxable income & lower or eliminate taxes owed.
- Reduce taxes
- Write-off more
- Unmatched expertise
Back Taxes
We prepare back taxes up to 20 years old. Our tax document collection system makes it easy.
- Easy tax forms
- Reduced penalties
- Loan approvals
Amendments
We amend previously filed tax returns to ensure that you receive the lowest tax rate possible.
- Correct errors
- Increase deductions
- Tax reduction
Personal Return
Individual tax return, Form 1040, with all State & Federal filings, from simple to complex.
Small Business
Sole proprietor, 1099, single member LLC, Sch C on Form 1040, State & Federal filings.
Gift Taxes
For those who gift $15,000+ to one recipient per annual limit, form 709, State & Federal filings.
Non-Profits
Tax-exempt Non-Profits that make $50,000+, form 990, State & Federal filings.
Partnership
Partnership LLC, Form 1065, prepared owner K-1’s, State & Federal filings.
S Corporation
S Corporation, LLC with election, Form 1120S, prepared owner K-1’s, State & Federal filings.
Estates & Trust
Over 15 of the most common trust, Form 1041, prepared K-1’s, State & Federal filings.
C Corporation
C Corporation, Form 1120, prepared owner K-1’s, State & Federal filings.
Tax Return Extras
Our Complementary Services
QT EST. PAYMENTS
We prepare all four “Quarterly Estimated Tax Payments” and provide you with easy to use “payment slip vouchers.” Use these vouchers to mail in with a check or as a reference if paying online.
DEDUCTION GUIDE
Receive our very popular “Business Deduction Guide: How to Write-Off More.” This easy to read guide teaches you how to optimize business deductions and easily save thousands in taxes every year.
Instant Access
Consultation On Demand Services.
Clients receive anytime consultation throughout the year as needed. No more waiting until you have a laundry list of questions – get the answer now when you need them the most.
Receive anytime access to a Tax Expert Mon-Saturday by phone or email.
Consultations are billed in 5 minute increments instead of 1 hour, no appt. required.
Federally Licensed
How we work
Call to get upfront pricing and to start our easy 3-Step Process.
We develop and optimize tax saving strategies that will ensure that you’re getting the best possible outcome allowed by law.
Client Setup
Get access to your own Client Portal and start uploading tax documents.
The Preparation
We go to work to save you the most amount of money allowable by law.
Wrap Up
We will upload the Tax Return copies & documents to e-Sign in your Client Portal.
Client Portal
Smart Phone & Desktop Ready
real-time sharing
Canopy is the highest rated client portal on the market.
Our firm uses Canopy to securely store tax documents, easy uploads, communicate in real-time, and to keep clients updated on the progress of their tax returns & resolution cases.
Stay Informed
See your to-do list and notes from your tax pro in real time.
Military Security
Our secure portal has bank & military grade security.
Upload Documents
Use a smart phone or computer to upload in seconds.
e-Sign Made Easy
Electronically sign your documents fast by phone or email.
Free client portal App for your phone.
Clients are able to securely share files, snap photos of documents and instantly upload, complete a to-do list, e-Sign documents, receive and send 100% secure messaging all from your mobile device.
Client Portal App Store
Desktop client portal that is easy to use.
We provide you with a client portal by logging in directly using a computer. Your dashboard is simple, comprehensive, and allows you to communicate with us in real time.