We’ll file the federal partnership return (1065) or S-Corp return (1120S) for your business. If your state or city requires a filing as well, that’s included at no extra charge.
If your business doesn’t use accounting software, if you’ve been unable to reconcile the cash accounts, or if for any other reason you can’t provide us with financial statements we’ll help prepare those for you first. Additional fees apply.
If you operate a business using your Social Security Number, are a single-member LLC that has not elected another method of taxation, or have received any 1099 income you will need a Schedule C prepared and included with your Form 1040.
IRS Form 1040
If you just have W2 income and don’t own your own business, you’ve come to the right place. We can usually complete these types of returns within the week, so if that countdown timer up above is running out, don’t worry.
Annual Tax Advising Program
Optional Add-on with all Returns filed
When purchasing your tax return preparation package, ask about adding on advisory services. Services include calculation of future year estimated tax payments, and access to consulting appointments during the year to come all for one flat fee.
While we don’t tell you what to invest in, we do help you figure out when it’s best to pull out your investment income., navigate the requirements and tax consequences, and explain what investment accounts are available to you. Have a financial planner? We're happy to have joint meetings with them and you.
While we may be based in the same city as you (Cleveland, OH), we work 100% virtually! We’ve fine-tuned a super streamlined process to get your return(s) done fast and accurately.
Once you make your deposit (click Make Deposit above) we’ll contact you within 48 hours to find out what types of accounting records you have available and if you have any special questions we’ll need to pay attention to when we review your taxes.
We will email you a link to our secure online portal. This is where you can upload relevant tax documents. What we need is case-specific, but some general documents include W2s, 1099s, mortgage interest statements, student loan interest documentation, and, if applicable, business QuickBooks access or a profit and loss statement and a balance sheet. Most importantly, new clients must submit a copy of the last filed federal, state, and local returns.
Your submitted documents will be reviewed and we’ll be in touch by email if anything is missing.
Your return(s) is prepared.
Your return is uploaded to the secure portal for your review; a notification alerting you to this is automatically sent. Email us with any questions!
Give us permission to e-file by signing the Signature Authorization Form (8879) that we upload to the portal and pay your invoice.
Once we have your 8879 and final payment we will e-file your return(s).
If you purchased our advisory package, we’ll look out for additional email questions from you throughout the year and be in touch to help you plan for the next tax year.
All tax services are offered by qualified, certified professionals (EAs or CPAs) that can fully represent you before the IRS.