Tax preparation — residents & non-residents
Start your return in two steps
Complete the tax form and submit the initial deposit. Work begins as soon as both are in, and you'll hear back within 5–7 business days — usually sooner.
1Takes about 10 minutes
The tax form
Your details, filing status, income sources and anything unusual about the year. This is what we use to scope the work.
Open the tax form2Secure payment
The initial deposit
Confirms your place in the queue and covers the start of preparation. It's credited against your final invoice.
Submit the deposit35–7 business days
We come back to you
We review everything, flag what's missing, and confirm the plan for your return. Questions in between? Call any time.
(754) 400-2010Before you start
What to have ready
Not everything applies to everyone — send what you have and we'll tell you what's missing.
- Last year's tax return
- W-2s, 1099s and K-1s
- ID and SSN or ITIN letters
- Business books or bank statements
- Rental or investment statements
- Foreign account details (FBAR)
- Entity documents for a new LLC
- Any IRS or state notices