Services
Our Services
ONBOARDING
For both personal and business tax clients, this service offers a comprehensive onboarding call for new and existing clients who seek guidance on their specific situation or tax filing process. The call involves gathering basic information, explaining the process, and addressing any questions. After the call, we will provide you with a link to begin the tax process.
Tax Services
Services Included:
- Individual Tax Preparation
- Self-Employed & 1099 Tax Preparation
- Small Business Tax Preparation
- Tax Planning
- Amended Returns
- IRS Notice Assistance (Protection Plus)
Business Formation & Compliance
Services Included:
- LLC Formation
- EIN Registration
- Annual Report Filings
- State Business Filings
- Business Startup Consulting
Notary Services
Services Included:
- General Notary Services
- Business Document Notarization
- Affidavits
- Power of Attorney Documents
- Other Eligible Notarial Acts
Onboarding Phone Call
We offer a comprehensive onboarding phone call for new clients. During this call, we will discuss your specific needs, answer any questions you may have, and outline how we can best assist you. This initial consultation is designed to help us understand your financial situation and tailor our services to meet your needs. To schedule your onboarding call, please contact us at .