Compliance Mistakes Are Costly to Fix
Failure to file an international information return can result in penalties of tens of thousands of dollars. Working with us ensures your business remains compliant and avoids costly mistakes.
Tax Preparation Process
Document intake & Prep
We use a modern portal system to securely request documents and send minders for any missing information. Tax preparation begins once all required documents have been uploaded.
Multi-Step Review
Once your tax return is prepared, our CPA conducts a thorough multi-step review to ensure accuracy and compliance. If any clarifications are needed, we will reach out to you before finalizing the return.
Video Walkthrough
Every tax return includes an optional video walkthrough by a CPA. The video walkthrough proactively addresses common questions and explains the positions taken on your return. Once you review and approve the return, we proceed with e-filing.
FAQ
1. What type of returns do you prepare?
We can prepare federal, state, and international returns across various entities. The most common returns include: C-corp returns (Form 1120), international informational returns (Form 5471, 8858, 8865, FBAR), individual returns (Form 1040), partnership returns (Form 1065), and S-corp returns (Form 1120S).
2. Does tax preparation include tax planning services?
Generally, no. However, we do believe good tax planning is essential for minimizing taxes. If you are interested, we can help you develop a tax plan. You can learn more about our tax advisory service.
3. How does your team keep up to date on changes to the tax code?
In addition to completing ongoing continuing professional education (CPE), we utilize research software and industry subscriptions that provide real-time updates on tax law changes. This ensures we stay informed and can apply the latest strategies to benefit our clients.
4. When working with a virtual firm, how do I know my data will be secure?
We use Google Suite to securely transfer data to and from clients. The platform meets SOC 2 compliance, a framework designed by the AICPA to ensure the secure storage and transfer of customer data. SOC 2 reports are issued by independent third-party auditors and cover key principles such as Security, Availability, Confidentiality, and Privacy.
5. How do I get started?
To get started, click the "Schedule a Meeting" button on our services page. You can email us with some details about your tax and financial situation. Once we receive your email, we will set up a call to discuss the tax preparation process, expectations, and the necessary documentation for your tax return.
6. What is the price of the tax preparation service?
The costs of our services vary based on the complexity of your situation. Our minimum engagement fee starts at $1,500. You can also bundle tax preparation and tax advisory services (e.g., annual tax planning) to reach the minimum threshold.