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TAX SERVICES

Not Your Momma’s Tax Pros

We know how taxes are traditionally done. They’re in a stuffy little office full of cubicles and file cabinets stacked to the ceiling.

You had your accountant who shuffled the papers and hem and hawed over the numbers in front of you. Talking to them sounded like listening to static, and you just wanted the whole process over.

It wasn’t fun. It wasn’t easy. And you dreaded going back every year during tax season.

Yeah. We’re not like that.

We’re the kind of tax pros to talk you through the process in ways you can really understand. We simplify the process and virtually hold your hand the entire way through.

Never dread tax season again. Gain the confidence to celebrate that you’re able to do those taxes under your business as the CEO you are.

What’s it Like to Work With a Virtual Accountant?

First, let us answer what it’s not.
It’s not:
a shuffling of papers, trying to decide what
you need and what you don’t.
It’s not:
a mechanical system that won't give you
an explanation as to what your returns look like.
It’s not:
a hope and a prayer with fingers crossed
twice on each hand hoping that it’s done right.

It IS:
Easier and pain-free with a personal touch.
We are your cheerleaders… not just in your finances, but in your business’s success.

As Virtual Tax Professionals, we have a walk-through plan that will guide you through every step of the way.

  • Custom Client Portal Set Up

    As a client, we will set you up with a customized and secure portal where you will gather your tax items and information
  • Jan 26, 2019

    Secure Document Upload

    Inside your portal, you’ll see an encrypted link. You’ll use this to upload your documents to keep them secure and safe.
  • Jan 26, 2019

    1st Draft of Return

    We will start on your return the moment we have everything in our hands. If anything seems missing or if we have any questions, we’ll give you a call for clarification.
  • Jan 26, 2019

    Live Online Review

    Once we’re finished with the first draft, we’ll contact you to schedule a good time to chat virtually. During this time, we’ll go over everything on your return and answer any questions you may have.
  • Jan 26, 2019

    File Your Return

    After we’re done, we’ll ask you to electronically sign your tax return so we can transmit it to the IRS and State and send you a final copy for your records.

That’s it. Easy peasy, lemon squeezy.

READY TO GET STARTED?

Sounds Good. But What’s Included?

Preparation of both Individual and State Tax Return (State only if applicable)

Retainer of an Accountant
Quarterly Estimated Tax Payment Calculations
Unlimited Email Support Year Round
One Tax Call Session Per Year

How much does all of this cost?

IN ADDITION TO YOUR INDIVIDUAL RETURN
IN ADDITION TO YOUR INDIVIDUAL RETURN
*Disclaimer: These are the prices for my most common tax packages. If you have other tax situations in addition to the above please contact me for a custom quote.

Increase your knowledge= Increase your Profit 

Join our Membership and receive a yearly Tax Preparation discount.

THE EXCEPTIONAL BUSINESS MEMBERSHIP (2)

Let's Connect

My favorite thing about being “not your parents’ accountant”?
It’s getting to know the brave people on the other side.
If you’re ready to lay claim to your business through accounting,
Then I’m ready to make that happen with you.

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