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Taxes 

To Get Started:

  1. Complete the Client Information Form by clicking on "Quick Quote" on our website and submit it to us.
  2. E-mail or fax copies of your most recent financial statements, tax return, tax documents received for the year, and any other documents needed.
  3. Please e-mail us your financial information by following the instructions below depending upon the accounting system you use. 

Instructions: 

QuickBooks desktop software package

E-mail a backup copy, or portable backup copy, or accountant's copy of your QuickBooks Company file to us. if the file is too big to e-mail please e-mail a link for us to download the file from a cloud based file transfer service like Dropbox, Google Drive, or whatever one you use. If you do not have cloud based file transfer service, please provide the QuickBooks Company file on a flash drive or CD to us.

QuickBooks Online & Xero Accounting System

E-mail an invitation as an accountant user for us to access your Company in QuickBooks Online or Xero.

Other Accounting System

E-mail us an Adobe Acrobat pdf copy or MS Excel spreadsheet of your balance sheet, income statement, trial balance and general ledger.

We will do the following:

    1. Contact you to setup a free introduction consultation appointment. (If you decide not to engage our services, a fee of $160 per hour will be assessed for the consultation meeting(s).

 

  • During the free introduction consultation please provide copies of your bank statements and credit card statements or log-in information for us to retrieve your bank statements and credit card statements on the internet.

 

 

Once our services have been engaged:

    1. We will review the data in the accounting system file, general ledger, and supporting documents and make recommendations and adjustments for tax purposes accordingly. These recommendations and adjustments may include correcting journal entries, suggested training, or changes in lists, preferences, conducting financial activities, or other features for tax purposes.

 

  • We will prepare your income tax returns and contact you as soon as they are completed to setup a tax consultation meeting and deliver the tax return to you.

 

 

  • We will e-mail you a copy of your tax return and your tax file."

 

 

  •  "If you use the QuickBooks desktop software package, we will e-mail you a backup of the QuickBooks Company file used to prepare the tax return if any adjustments were made to the file.

 

 

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