We will file your federal and state income tax returns that are due April 15th (March 15th for S Corps and Partnerships). This includes both business and personal income tax filngs.
All clients receive a complementary extension if additional times is needed.
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Our process includes:
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1. You upload your tax documents and complete a series of questionnaires in our secure online portal.
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2. We ask any necessary follow up questions.
3. We provide a draft of your tax return including a personalized video explanation in plain language.
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4. Upon your approval, we proceed with collecting necessary e-signatures and completing your tax filing.
I Owe a Lot of Taxes...
Why Does This Happen and What Can I Do About it?
PLEASE DO NOT SHARE THIS WEBPAGE PUBLICALLY
Module 1: Introduction & Prevention Overview
Module 2: Prevention Through Quarterlies
Module 4: Prevention Through Withholdings
Module 6: Prevention Trivia & Activity
Let's Apply This to You!
Now that you’ve learned how to calculate quarterly estimated taxes and complete a correct W4 form, it’s time to apply this to your unique situation!​
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**These activities are presented as an opportunity for you to practice applying these concepts. You are not required to make any quarterly payments to the IRS or submit any W4 forms to your employers if you prefer not to.**
If you earn 1099 income, fill out the Quarterly Estimated Tax spreadsheet with your income year to date. Take a look at the recommended federal and state amounts and consider starting your quarterly estimated tax payments in the next quarter.​​
Calculate your quarterlies
Fill out your W4 form
If you earn W2 income, fill out an updated W4 form. Include additional withholdings if necessary.​
Module 7: Handling Tax Debt
Module 8: Handling Tax Debt Trivia & Activity
Let's Set up Your Online Accounts!
**These activities are presented as an opportunity for you to practice applying these concepts. You are not required to make any online accounts if you do not want to.**
Your IRS online account is a great resource for setting up and editing payment plans, monitoring your prior year tax debt, and confirming your completed quarterly estimated tax payments.
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In this activity, you will set up your online IRS account. The entire process can take up to 10-15 minutes, so make sure you set aside enough time to complete the process.
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If you already have an account, log in to make sure you still have access, and click through each of the pages to familiarize yourself with all that you have access to.
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Instructions:
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Visit this link and click on “sign in to your online account.”
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Then click on “Create a new account using ID.me.”
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Follow the prompts to complete account set up.
Federal IRS Online Account
If your state has income taxes, they most likely have the option to create an online account on their Tax and Revenue Website. This will make it easier to monitor your taxes at the state level.
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In this activity, you will set up your state online account. The entire process can take up to 5-10 minutes, so make sure you set aside enough time to complete the process.
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If you already have an account, log in to make sure you still have access, and click through each of the pages to familiarize yourself with all that you have access to.
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If your state does not have income taxes, you can skip this activity.
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Instructions:
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Click on your state.
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Look on their website to see if they offer the option to open a personal online account. If so, go ahead and open an account.