We are an iFirm that offers our clients easy access 24/7 via emails, texts, secured portals for all source documents, DocuSign, bank products, Fee Collect & PocketSuite with online invoices & payments, schedule appointments, representation before IRS, All states and local agencies. All Corporate, Partnerships, LLCs, LLPs, Estate, Fiduciary, Gift, Non-Profit, Payroll and special Returns and payroll services are provided. Offers In Compromise and other Fresh Start Programs! Release of levies, garnishments; Audit & Examinations; Delinquent Returns, Trust Fund Recovery, Abatements; Substitute Return services to attain total compliance with IRS and other tax agencies!
We enjoy not wasting valuable discretionary time of our clients, completing all their returns accurately in a short period of time, normally within hours after receipt of verification information and source documents! Providing applications that can be accessed by smart phones, ipads, tablets, etc, so clients can review, esign and release their returns for efiling, when they have the discretionary time to do so!
The satisfaction that our clients no longer burden with the stress and financial burdens of being out of compliance with IRS, local and state agencies. We pride ourselves in ensuring that our clients benefit from the most cost effective resolution.
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1) We began with Identification verification to determine if client, spouse or dependents may need a PIN to prevent ID Theft & Fraud!
2) Invite clients to Register for access to their assigned secure portal site. We upload information documents and engagement and fee memorandums; clients upload their source documents (or use other options) to send documents.
3) We prepare returns, upload prepared returns into client and send via DocuSign to review, approve and esign return for submission! If there are any omissions or misstatements the client will notify is for corrections; after corrections are made we resend for client to review and approval.
4) If client is not in compliance with IRS and other tax agencies:
a) We submit signed and dated authorization forms to IRS CAF posting representation.
b) We review clients tax account records to determine all required actions need to reach full compliance and provide all options available for client election.
We use fee calculator programs to show average fees and our affordable fees, no exceptions