Not Your Momma’s Tax Pros

Tax Preparation

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service
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Not Your Momma’s Tax Pros

Tax Preparation

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.

Whats included in our Tax Preparation package?

Annual tax preparation of your return

Quarterly Calls

Quarterly estimated tax payments

Quarterly Tax Planning

Unlimited email support

Investment starts at: $5,000 a year

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

it is not...

A shuffling of papers, trying to decide what you need and what you don’t

A mechanical system that won't give you an explanation as to what your returns look like.

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.

how it works

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

STEP ONE
STEP TWO
STEP THREE
STEP FOUR
STEP FIVE

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

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.

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.

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.

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.

shannon (1)

I cannot thank Nacondra enough for making my first year filing as an S Corp the easiest tax year ever!!

Everything went so smooth, we were able to do everything online, and Nacondra took care of every detail. Highly, highly recommend Exceptional Tax Services!!

shannon mattern, wp + bff

Having Nacondra do my taxes gave me peace of mind that everything was done right so I could focus on my business. Thank you, Nacondra!!

Nacondra has been an essential partner in keeping my business and personal finances organized as well getting my payroll set up. She also helped me with strategic tax planning and helped me make some really big decisions about the nature of my business.

kris jones, red door designs

kris
travis

"Nacondra is absolutely incredible. I used to do my own taxes but when my business was growing and circumstance changed I found myself in a bind.

Nacondra helped me out tremendously and now I will work with no one else. She is knowledgable about business, taxes, investing and so much more. I can't recommend Nacondra more. You will not regret working with her!

travis barlett, barlett creative