Income Tax Services

 

Personal Income Tax Preparation

We can prepare your federal and state individual income tax return and e-file them on your behalf. The forms included are:

  • U.S. individual income tax return (form 1040 and applicable schedules)
  • state individual income tax return (form 500 for Georgia filers, with applicable schedules)

Due to COVID-19 this year we offer contactless preparation services (see below for details).

 

Business Income Tax Preparation

We can prepare your partnership, S-corporation, or C-corporation federal and applicable state returns and e-file them for you.

We can prepare the following forms:

  • U.S. return of partnership income (form 1065 and applicable schedules), and state partnership tax return and schedules
  • U.S. return for an S corporation (form 1120S and applicable schedules), and state S corporation return and schedules
  • U.S. corporation income tax return (form 1120 and applicable schedules), and state corporation return and schedules

Due to COVID-19 this year we offer contactless preparation services (see below for details).

How does contactless preparation work?

Step 1

Connect with us

Schedule an appointment with us by

 

    • booking a time here,
    • calling us at (770) 810-5736, or

 

We will connect with you for an initial video or phone call (based on your preference) so that we can learn more about you and your 2020 tax situation.

Step 2

Share your documents

We will give you access to our secure document sharing portal (we use Verifyle). There you will be able to:

 

    • electronically sign our engagement agreement,
    • download and electronically complete our client tax organizer,
    • upload all of your tax documents (W-2s, 1099s, etc.),
    • if you don’t have your documents in an electronic format or don’t have access to a scanner you can take photos of your documents with your phone and securely share them with us via the Verifyle app.

 

Step 3

We prepare your returns

After we receive your documents and the completed client organizer we will start working on your returns. We will ensure that you get all deductions and credits you are entitled to and may ask you additional questions to that end.

 

Once we prepare your federal and state returns we will connect with you again via video or a phone call to go over the returns and to answer any questions you may have.

Step 4

We e-file for you

After we finalize the returns we can e-file them on your behalf.

Interested in working with us?

 

Schedule a free no obligation discovery call.

schedule a discovery call