Surprise! You owe three times more than expected,” announces a sarcastic jester—also known as your former CPA. Entrepreneurs already face enough unexpected expenses, and the last thing they need is a shocking tax bill. As a business owner, the profit you earn is taxed as if every dollar went straight into your personal bank account. This often catches people off guard, especially those unfamiliar with pass-through entity taxation or unaware of their company’s actual profit throughout the year. We dislike surprises just as much as you do.
Receive Tax Return Package | We send you: ● Engagement Letter ● Tax Organizer/Questionnaire ● Request for Accounting Statements OR access to your Accounting System |
Provide your Tax Information | You send us: ● Signed Engagement Letter ● Completed Tax Organizer and Questionnaire ● Prior year federal and state returns ● Accounting Statements or access to your Accounting System ● Supporting Tax Documents (if needed) |
Relax – Tax Return Preparation (2-4 Weeks) | Your tax preparer: ● Reaches out to you ● Requests clarification and additional information (if needed) ● Prepares your returns and submits for quality review |
Deliver Tax Returns by Due Date | You receive copy of your tax returns from us and: ● If e-filing, sign and return your efile forms to us ● If paper filing, sign and mail your returns to the address provided |
Provide Feedback on our performance | We request your opinion and you: ● Fill our our survey and tell us how we did |
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