What makes us different.
We save our clients time by adding convenience. Convenience is achieved by taking advantage of technology that focuses on simplifying the data gathering process by using online fillable forms, e-signature, tax document upload, online payment, and client portal from cell phone, iPad, or desktop.
From anywhere and anytime.
Fillable Forms
Fillable forms online allows you to provide necessary information from your cell phone, iPad, or desktop.
E-Signature
Sign tax returns on your cell phone, iPad, or Desktop.
Tax Documents
Upload W-2's and other tax documents from your cell phone, iPad, or desktop.
Client Portal
Access to tax documents 24/7. You can upload, download, email, or print directly from client portal.
Individual
Individual tax returns can be very complex depending on source of income. Income falls under three categories. Active income which is earned income (wages). Portfolio income which is dividends, interest, and sale of stock. Passive income which is rental real estate, business income that you don't materially participate. The sources of income have different tax challenges. We can help navigate and create a positive outcome.
Partnerships and PLLC
Corporations
Corporations can be taxed in two different ways. C-Corporation are taxed at the corporate level with a flat tax rate of 21%. S-Corporations are taxed at the individual rate. Individual stockholders will receive a schedule K-1. The K-1 provides a breakdown income, losses, and deductions.