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Taxes - Individuals

What Kinda Tax Client Are You ?  We Love all 3 Kinds !!! 

No upfront fees, pay once your returns is complete, or via Pay-by-Refund

Up-Front Pricing, see below

No need to spend hours on some tax software application answering dozens of questions that have nothing to do with your situation. No need to go to some Tax Shop like H&R Block with part-time tax preparers. We do it all. And we guarantee the best refund and your compliance with tax laws.

Traditional Accounting Principles / Innovative Acccouting Practices

Intuit Link - All Clients get their own free secure portal in our cloud. Easily accessed with any smart device, PC or Mac via the Client Login button in the upper left of every page in our website. Simply upload your tax documents and answer a few simple questions, that’s it.  We take it from there and complete your tax return. Use your Link account year to year to continue enjoying the best and most efficient tax filing process available.  Documents we request and questions we ask year to year are tailored to your situation. Making your tax preparation process fast and easy. Need a copy of last year’s tax return ?  We keep all past returns saved in your Link account for easy retrieval. All your past tax documents are saved in there too.  

1) Millennial       Our most popular      No Office visit required !!

Upload your tax docs, answer a few questions and that’s it.  We complete your tax return within one business day. You can expect your refund in 7 - 10 days.  And the best part, our fee comes out of your refund. You only have to spend about 10-15 minutes on you smartphone uploading things like your W-2 and answering a few simple questions.  No office visit required. No need to spend hours on some tax software application answering irrelevant questions like “how much did you contribute to your HSA during the year”.  

To get started, for new clients - text your first & last name and email address to us at 505-886-1040.  We’ll email your invite to your very own secure portal in our cloud. Existing clients, simply click on the Client Login Button in the upper left.

2) Hybrid      

Hybrid clients prefer to meet with their CPA once their Return is ready, a Pick-up Appointment.  They are happy to upload their tax documents (W-2’s, 1099’s, Medical receipts etc) to their Link account as they receive them.  These clients are comfortable communicating with us via Link, Text, Email and GoToMeeting.  These clients often use GoToMeeting for their Pick-up appointment rather than coming into the office.  

To get started, for new clients - text your first & last name and email address to us at 505-886-1040.  We’ll email your invite to your very own secure portal in our cloud. Existing clients, simply click on the Client Login Button in the upper left.

3) Traditional

Traditional tax clients are those who prefer to have both a Drop-Off Appointment and a Pick-up Appointment.  At the Drop-Off Appointment clients bring all their tax documents, W-2’s, 1099’s, Medical receipts etc in, meet with their CPA and present all these documents.  Then, at the Pick-Up Appointment, usually a few days later, they come back in to meet with their CPA who presents their completed return.  

To get started as Traditional Tax Client simply use the Schedule Appt Link above to schedule your drop-off appointment. 

 

Up-Front Pricing