How to Get Started
Tax Return Preparation
Review Tax Preparation Fees for Personal and Business returns. You may use a convenient Fee Estimate Calculator.
Schedule a FREE 15-minute Discovery Call to discuss your tax situation & clarify pricing if needed. (optional)
Create a client portal account if you don't have one already.
Sign an engagement letter & pay a deposit *
Fill out an organizer(s) and upload documents.
Schedule a Tax Return Review Appointment** (optional).**
*1040 deposit is $255. If your tax quote is more than $600- 50% deposit is required. Business returns require a $499 deposit.
**Please note that the tax review appointment is intended to review your tax return, make minor adjustments, and finalize the return. If you file Schedule E or C and are deducting business expenses, please ensure that you have completed your bookkeeping in advance. Fill out an organizer or upload an Excel spreadsheet (expenses should be categorized annually). The review appointment is not meant for completing your bookkeeping, as there will not be sufficient time for it.
If you need an expenses checklist tailored to your particular business industry, please request it via portal chat.
** If you prefer a video recording of your tax return instead, please notify your tax practitioner.
Tax Consultations
Tax Resolution/Audit Help
Schedule a FREE 15-minute Discovery Call (optional)
Schedule a Tax Resolution/Audit Help appointment
Pay Tax planning Fee
Create a client portal account if you don't have one already.
Upload relevant documents (if any)
The appointment includes:
Reviewing notices
Establishing the best course of action to respond to the notices
Reviewing transcripts If POA (TIA) are available
Evaluation for possible penalty abatements or other tax resolution options
Help with an installment agreement (streamlined only)
Keep in mind, if POAs are required, POA/TIA fees will apply.
Get Started with the IRS Tax Debt Resolution
Our comprehensive tax debt resolution services are designed for taxpayers with $50,000 or more in IRS debt.
We can still assist clients with lower debt amounts, but please keep in mind that a full-scope tax resolution case typically ranges from $5,000 to $25,000, depending on complexity.
If your IRS balance is under $50,000, you may want to consider our DIY IRS Relief Blueprint, a cost-effective option that provides step-by-step guidance to help you resolve smaller debts on your own. Alternatevly, you may schedule a one-time IRS Tax Debt & Audit Help consulattion.
When ready, please Schedule a complimentary Get Started with the IRS Tax Debt Resolution appointment, so we learn about your situation and see if we can take on your case.
Bookkeeping Services
Schedule a 15-Min Dicovery call (optional)
Create a client portal account or request one from us.
Fill out the ITIN pre-qualification questionnaire inside the account.
After reviewing the answers, you will receive an engagement letter if you qualify to get the ITIN. If more information is needed, your CAA will reach out.
Note: In 99% of cases, a tax return must be included with your ITIN application package.
If you need assistance with preparing your tax return, please let us know and we’ll be happy to help.
ITIN Services (CAA)
Schedule a paid Tax Consultation
Your invoice will be in the cleint portal and must be paid before the appointment to prevent cancelling.
Upload relevant documents to the client portal 48 hours before the appointment so we can have a chance to review them.
Strategic Tax Planning for High Income Taxpayers
Review information and current pricing for Tax Plans.
Schedule Strategic Tax Planning for Hight Income Taxpayers Discovery Call.
Sign the engagement & pay the fee to get started.
Follow instructions inside your portal.
