Business & Individual Tax Prep
We offer a convenient and efficient way to file your taxes! Everything is done virtually, from the convenience of your home or office. No more time waste in traffic or a waiting room. Our process provides you a secure way to share your documents using encrypted technology.
What's included in Tax Preparation services?
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You Are More Than Just Numbers To Us
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Our Services Are Completely Virtual
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Tax Return Review by EA (Karla) via Zoom
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We Help You To reach Your Financial Goals
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We Look For Hidden Opportunities To Decrease Your Tax Liability
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We Don’t Push The Legal Limits Of The Law That Would Put Anyone At Risk
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We Help You Have a Positive Impact On Your Financial Picture By Being Proactive
Our Workflow:
Scheduled Discovery Call
Proposal / Engagement Letter
Pay 50% deposit/Submit Documents
Tax Preparation Completed
Pay Invoice (50% left)
Review Zoom Meeting
E-file Tax Return
Get Confirmation
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My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience.
