Free Income Tax E-Filing for new Clients!
(US Federal and State)
As a part of our initiative to expand our book of business, we are offering free tax preparation with electronic filing for Individuals, Businesses and Partnerships (Forms 1040, 1120, 1165) for new Website or ERP clients.
Consultation: Understand your tax needs in a complimentary 30-minute session.
Client Agreement: Sign a clear agreement to formalize our services and fees.
Secure Document Submission: Safely upload your tax documents via our secure online portal.
Tax Review & Preparation: We review your documents and prepare a draft tax return.
Client Review: Finalize and approve your tax return after a review session.
Filing & Confirmation: We file your return and provide confirmation.
Post-Filing Support: Receive ongoing assistance with any post-filing needs.
Annual Review: Plan for the future with an annual review of your tax situation.
As per guidelines of IRS Circular 230, we value the confidentiality and security of all our clients' information and maintain an up to date WISP (Written Information Security Plan).
We are an IRS registered ERO with a valid EFIN and use Drake Tax Software to transmit your electronic tax return.
We are an IRS authorized e-file provider.
All sensitive information is captured via a Secure Link.
Text Us Now!
Our Client Onboarding Process
Consultation: Understand your tax needs in a complimentary 30-minute session.
Client Agreement: Sign a clear agreement to formalize our services and fees.
Secure Document Submission: Safely upload your tax documents via our secure online portal.
Tax Review & Preparation: We review your documents and prepare a draft tax return.
Client Review: Finalize and approve your tax return after a review session.
Filing & Confirmation: We file your return and provide confirmation.
Post-Filing Support: Receive ongoing assistance with any post-filing needs.
Annual Review: Plan for the future with an annual review of your tax situation.
As per guidelines of IRS Circular 230, we value the confidentiality and security of all our clients' information and maintain an up to date WISP (Written Information Security Plan).
We are an IRS registered ERO with a valid EFIN and use Drake Tax Software to transmit your electronic tax return.
We are an IRS authorized e-file provider.
All sensitive information is captured via a Secure Link.
Text Us Now!