When it comes to handling tax season for you, we're basically money magicians for hire.
(Think: Instead of pulling rabbits out of hats, it's your completed tax returns & peace of mind.)
Just kidding, we totally get why people hate it.
After all, tax season creates soul-crushing, shower-crying levels of stress, like:
(Oh, and we'll also give you a calm, clear overview of your finances.)
From a base price of $150, we prepare your federal and 1 state tax returns.
Like, aaaalllll your tax returns. In case you haven't heard, we're seasoned pros at all things personal, business, partnerships, trusts, and nonprofits.
Due to the increase of COVID-19 cases, we have decided to not have in-personal appointments at this time. Please feel free to call, email, or utilize the drop box. Stay safe.
Upload your documents through the client portal, and watch while it's all handled online. We'll call or email when we are done.
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As a business owner, I needed to better understand whether my business was profitable and how to make sure it stayed that way. Everyone else wanted to give me a spreadsheet, or simply said how they "could help" but not how. James actually walked me through how to set up my accounts for success, and now I am confident that we're following the right steps month by month so there are no surprises at tax time. That kind of confidence in my finances is worth every penny!
Katie Felten
Strategy House