Tax Registration Form
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We are pleased to assist you with your Tax Preparation Services. 

To get started, please complete the information requested below. 

Once this is completed -  Check Your Email . We will be sending you access to your Secure Client portal to complete your tax intake form and we will provide you the next steps in the tax preparation process.

We Value the security of your information - so please submit all information in your Secure Client Portal 

Flat Fee Tax Preparation Services 

$150.00 Includes:

Individual -  No Dependent - No Spouse - No Business 

$250.00 Includes:

Individual with or without Dependent - with or without Spouse - No Business 

$350.00 Includes:

Individual with or without Dependent - with or without Spouse - with Small Business Return - Schedule C 

$450.00 Includes:

Individual with or without Dependent - with or without Spouse - with Small Business Return - Schedule C and Profit & Loss Statement Included  

Please check all of the following that apply

We have provided the tax form that you will need to submit next to the item - Please submit the required forms inside your secure client portal when completing your intake form.

Please Note: Once you submit - Check your email for access to your secure client portal. Log into your portal and complete your tax intake form