CLIENT TOOLS

WHAT/WHO is a Tax Dependent

Taxpayer Bill of Rights

Know your rights when working with the IRS

IRS Identity Theft Victim Assistance: How It Works

What to do if your Identity is compromised

Affordable Care Act and Insurance Requirements

Helpful information regarding the ACA

Healthcare.gov

Enroll or update your market ACA policy

100% remote or in-office service via appointment
Year-round availability to assist with questions or tax notices
Offering most services offered by national tax preparation service providers
Automatic Protection Plus (up to $2500 reimbursement if our error results in you owing additional taxes) and Identity Theft & Restoration Assistance
Personal research and reviews of your tax situation
30+ years of tax preparation experience
Client referral bonus program (Monetary value)
Same day service may be available
Notary services
Secure online upload and storage of tax documents
Return summary and tax planning assistance
$40 off next year’s tax prep for 1st time establishment of a 529 Plan for one (1) dependent as recommended *(proof is needed from the 529 plan)
Business Returns and Entity Incorporation Assistance
MileIQ discounts for automated business mileage tracking app
Useful tax-related worksheets and trackers

How to Claim HEAD OF HOUSEHOLD

Vision - Action - Integrity - Results

Click here for the new SECURE FOLDER (returning and New Client account request)

ALL TAX SERVICES MAY BE COMPLETED REMOTELY.

Tax questionnaire responses may be completed and submitted manually using the forms located on the Client Tools tab or using the enhance tax software tool.

YOU MAY CREATE AN ACCOUNT USING THE SECURE FOLDER LINK ABOVE or contact our office using the CONTACT US tab.