We usually need a tax payer fill out the following excel Tax Data sheet and send all the documents referenced in the Tax Data Sheet securely by logging into out portal after initially registering to the portal.

Common documents include:

• W-2s, 1099s, or other income forms
• Investment and bank statements
• Mortgage interest (Form 1098)
• Property tax bills
• Receipts for deductions like charitable donations and medical expenses

We assist with bookkeeping, financial reporting, tax planning, payroll processing, and ensuring compliance with tax laws. They also provide strategic advice to improve profitability and manage cash flow.

We can evaluate your financial situation, recommend tax-advantaged retirement accounts (like IRAs or 401(k)s), and create a plan to achieve your retirement goals.

Taxes can impact capital gains, dividends, and interest income. Our highly educated team can guide you on tax-efficient investment strategies.

Fees vary depending on the complexity of your financial situation and the services required. During an initial consultation, we’ll provide a customized quote.

Yes, we provide100 percent  virtual consultations to accommodate clients who prefer online meetings .

We use secure, encrypted software and follow strict confidentiality policies to protect your financial data.

Yes,  wework with attorneys and financial advisors to develop tax-efficient estate plans, ensuring your assets are distributed according to your wishes.

The IRS recommends keeping tax records for at least three years, but you may need to keep them longer for certain situations, such as claiming losses or dealing with audits.