Getting Started - Individual Taxes
For entity taxes (SCorp, CCorp, Partnership, Nonprofit) visit this link instead.
We will start on your tax return once all steps have been completed.
NEW FOR 2021!!!
A late onboarding fee of $100 will be added to your invoice if the below steps are not completed by March 15th***.
1) Esign the Tax Engagement Agreement.
2) Pay your 50% retainer.
***EVEN IF YOU PLAN TO FILE YOUR TAXES ON EXTENSION AFTER THE APRIL 15TH DEADLINE.
This will allow us to determine our workload capacity and staffing requirements for 2021 and we thank you for your cooperation.