Client Resources

ETS Process

Complete Onboarding

After opting in, you'll be receiving an email with the Proposal, Contract, and Invoice that you need to complete. Once received, we will send you access to your Client Portal within 24-48 hours.

This is where you will do some work. Inside the Client Portal will be your Tax Organizer for you to complete as well as upload any documents/files we need. Generally, providing us with all the information one time and being as thorough as possible minimize a lot of back and forth.

We’ll follow up if we are still missing info and will begin preparation once everything is provided.

ETS Tax Prep

Once all documents are uploaded, Tax Preparation begins. We will reach out if we have any questions and/or concerns.

Please allow 5-7 days for this process and 7-12 days during peak seasons (March 1-15 and April 1-15).

File

Once Tax Preparation is complete, you will have the option of how you would like your Tax Return reviewed. I will make you a loom video going over your Return while also sharing a copy of the Tax Return for you to view via the Client Portal. You are then able to review the return and decide if you'd like to schedule a Zoom call.

Once the Review is Complete, your Tax Return will be submitted and a final copy will be in the Client Portal for your records.

Please see our FAQ's below for more resources.

Dates to Remember

Below, you'll find answers to the questions we get asked the most about Taxes, Bookkeeping, and your Client Portal.

General FAQs

List of State Tax Agencies

State	Department Name	Resource Link (Click to open in new tab/window)
Alaska	Department of Revenue	Tax Division Website
Alabama	Department of Revenue	Department of Revenue
Arkansas	Department of Finance and Administration	Department of Revenue Website
Arizona	Department of Revenue	Department of Revenue Website
California	Franchise Tax Board	Franchise Tax Board Website [Income Taxes]
California	Franchise Tax Board	Department of Finance [Budgeting & Forecasting]
Colorado	Department of Revenue	Department of Revenue
Connecticut	Department of Revenue Services	Department of Revenue Services
District of Columbia	Oﬃce of Tax and Revenue	Oﬃce of the Chief Financial Oﬃcer
Delaware	Division of Revenue	Division of Revenue
Florida	Department of Revenue	Department of Revenue
Georgia	Department of Revenue	Department of Revenue
Hawaii	Department of Taxation	Department of Taxation
Iowa	Department of Revenue	Department of Revenue
Idaho	State Tax Commission	State Tax Commission

Illinois	Department of Revenue	Department of Revenue
Indiana	Department of Revenue	Department of Revenue
Kansas	Department of Revenue	Department of Revenue
Kentucky	Department of Revenue	Department of Revenue
Louisiana	Department of Revenue	Department of Revenue
Massachuse tts	Department of Revenue	Department of Revenue
Maryland	Comptroller of Maryland	Comptroller of Maryland
Maine	Revenue Services	Revenue Services
Michigan	Department of Treasury	Department of Treasury
Minnesota	Department of Revenue	Department of Revenue
Missouri	Department of Revenue	Department of Revenue
Mississippi	Department of Revenue	Department of Revenue
Montana	Department of Revenue	Department of Revenue
North Carolina	Department of Revenue	Department of Revenue
North Dakota	Department of Revenue	Oﬃce of State Tax Commissioner
Nebraska	Department of Revenue	Department of Revenue
New Hampshire	Department of Revenue	Department of Revenue Administration
New Jersey	Department of Revenue	Division of Taxation

New Jersey	Department of Revenue	Division of Revenue [Business taxes & eFiling]
New Mexico	Department of Revenue	Taxation and Revenue Department
Nevada	Department of Taxation	Department of Taxation
New York City	Taxation and Revenue Department	Department of Finance
New York	State Department of Taxation	State Department of Taxation and Finance
Ohio	Oﬃce of State Tax Commissioner	Department of Taxation
Oklahoma	Tax Commission	Tax Commission
Oregon	Department of Taxation	Department of Revenue
Pennsylvania	Department of Revenue	Department of Revenue
Philadelphia, PA	Department of Revenue	Department of Revenue
Puerto Rico	Department of Revenue	Department of Revenue [Departamento de Hacienda]
Rhode Island	Department of Revenue	Division of Taxation
South Carolina	Department of Revenue	Department of Revenue
South Dakota	Department of Revenue and Regulation	Department of Revenue
Tennessee	Department of Revenue	Department of Revenue
Texas	Comptroller of Public Accounts	Comptroller of Public Accounts

Utah	State Tax Commission	State Tax Commission
Virginia	Department of Taxation	Department of Taxation
Vermont	Department of Taxes	Department of Taxes
Washington	Department of Revenue	Department of Revenue
Wisconsin	Department of Revenue	Department of Revenue
West Virginia	Department of Revenue	Department of Revenue
Wyoming	Department of Revenue	Department of Revenue

Can you make the tax payments on my behalf?

How to pay the IRS?

How to set up a payment plan in IRS?

There are two types of payment plans that you can request.

An extension of time to file (Short-term)Pay amount owed in 180 days or less

*Note – only individual taxpayers can apply for a short-term payment plan online.

Payment Method

Costs

After applying for a short-term payment plan, payment options include:

Pay directly from a checking or savings account (Direct Pay) (Individuals only)
Pay electronically online or by phone using Electronic Federal Tax Payment System (EFTPS) (enrollment required)
Pay by check, money order or debit/credit card

Fees apply when paying by card

Apply online: $0 setup fee (individuals only)
Apply by phone, mail, or in-person: $0 setup fee (up to 180 days)
Plus accrued penalties and interest until the balance is paid in full

An installment agreement (Long-term)

Pay amount owed in monthly payments

Payment Options

Costs

Option 1: Pay through Direct Debit (automatic monthly payments from your checking account), also known as a Direct Debit Installment Agreement (DDIA).

Apply online: $31 setup fee
Apply by phone, mail, or in-person: $107 setup fee
Low income: Apply online, by phone, or in-person: setup fee waived
Plus accrued penalties and interest until the balance is paid in full

Option 2: After applying for a long-term payment plan, payment options include:

Make monthly payment directly from a checking or savings account (Direct Pay) (Individuals only)
Make monthly payment electronically online or by phone using Electronic Federal Tax Payment System (EFTPS) (enrollment required)
Make monthly payment by check, money order or debit/credit card
Fees apply when paying by card

Apply online: $130 setup fee
Apply by phone, mail, or in-person: $225 setup fee
Low income: Apply online, by phone, or in-person: $43 setup fee which may be reimbursed if certain conditions are met
Plus accrued penalties and interest until the balance is paid in full

IRS - Interest on Underpayments and Overpayments

How can I schedule an appointment?

Bookkeeping FAQs

How to link my bank account to Quickbooks?

You can connect as many business and personal accounts as you want.

Note: American Express Business accounts require a few different steps. Learn how to connect an American Express Business card.

Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
Note: If you come over from QuickBooks Desktop, you'll have to connect your bank/credit card accounts again for security reasons.
In the search field, enter the name for your bank, credit card, or credit union. Note: If you can’t find your bank but still want to add your transactions, you can manually upload your bank transactions.
Select Continue. Then sign in to your bank with your user ID and password.
Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

If you don't see the right account type in the dropdown

Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
Select Connect.

Taxes FAQs

Which is better: a tax credit or a tax deduction?

How can I reduce my Tax bill?

How do I make an IRS Tax Balance payment?

If you owe taxes, the IRS offers several options where you can pay immediately or arrange to pay in installments:

Electronic Funds Withdrawal. Pay using your bank account when you e-file your return.
Direct Pay. Pay directly from a checking or savings account for free.
Credit or debit cards. Pay your taxes by debit or credit card online, by phone, or with a mobile device.
Pay with cash. You can make a cash payment at a participating retail partner. Visit IRS.gov/paywithcash for instructions.

How long does the Tax Preparation process take?