Tax Prep Process: Two Easy Steps

PRE-ONBOARDING: CONSULTATION

If you would like to speak to us before filing, you may do so by calling your Tax Pro or  910-387-1334 during normal business hours where a dedicated team member will be awating to answer any questions you may have. However, due to the nature of the 2023 returns, we will NOT give out Free Estimates. 

Cash Advances up to $6,000

STEP 1: COMPLETE THE INTAKE FORM

Go through the intake form below to start the tax prep process. You can do so from the comfort of home. If you would like to make an appointment for a consultation you can do so virtually with your Tax Pro via zoom, in person at one of our office spaces, or by phone (although it is not required).

STEP 2: SIGN RETURN

We will notify you by email via DocuSign, when the return is complete for you to view and sign.  Please view each page and ask questions before signing. After it has been filed, we will notify you once it has been accepted or rejected. If it has been rejected, we will reach out by text and email to get it resubmitted.

FILING FEES:

Option 1 $450: Single filers with no kids, no credits, basic deductions one W-2. The state return is included each additional W-2 is $25.

Option 2 $600: Single/HOH with dependents has W-2 only. The state return is included each additional W-2 is $25.

Option 3 Filers $650 :Single/HOH or MFJ but Spouse has W-2 only

Option 4 $750: Self Employed/Business Owners

 Self-employed, W-2 and 1099, all credits and deductions included. The state return included as well. A $25 fee is added after the spouse's second W-2. Business Owners if you require help with your books there is an