We provide any of our service options utilizing a communication and client interaction that is online based.
Clients have the option to send their tax documents to us and have us provide a completed return back to them through our client portal. This process allows us to service our customers anywhere, with the peace of mind that a tax professional is preparing your return for you. With fees starting at $85 for a 1040 federal and state return (including free representation for any return we file) contact us now to make this tax season an easy one.
To complete your 2017 Federal and State Returns follow these simple steps:
- Fill out the 2017_Fillable BBTS Drop Off Information Form, link above, and save the document.
- In the (Customer Portal) in the top menu select (Register), and fill out the form.
- You will receive an email stating that you have a new client portal created and then this will need to be approved from our office.
- Login to your client portal with the username and password received in the email.
- Upload your tax documents in the UPLOAD DOCUMENTS section of your client portal screen. Include the Form from step #1 with these forms, drivers license for taxpayers, banking information for refund deposits.
- After your documents are uploaded you will be contacted by our office for identity verification and your return and payment options will be supplied to you through this same client portal.
The document uploading area can be accessed on a desktop where you can upload files through the drag and drop process, but when you log in to your client portal from a smart phone you can take photos of your tax documents and upload them directly.
One of the most difficult parts of managing a business is cash management and developing an accounting system. Let us help you get your Quickbooks Online or Desktop up and running so that you can stay on top of the Accounts Receivables, Accounts Payable, Payroll, Bookkeeping that keeps your business moving forward. We can help you manage these tasks and provide support when needed. We have a variety of options available that will fit into your budget, so that you are only getting the service that you need. Contact us to find out more.