Individual Basic Tax Filing Session

Service Description

Service Description: - Comprehensive tax return filing service tailored for individuals with straightforward tax situations (e.g., Form 1040, W-2, Standard Deductions, etc.) - Designed to simplify the tax process and alleviate stress and confusion associated with filing taxes Recommended Package: 5-Hr package (up to 5-hr consultation/meeting + behind-the-scenes work) Unused Consultation Hours: - Any remaining meeting hours can be converted to alternative benefits that we offer. What We Offer: Holistic approach to tax preparation, including thorough document collection, review, organization, and in-depth discussions tailored to unique financial circumstances. - In-depth Discussions and Analyses meeting sessions (Meeting hours): Personalized sessions addressing financial concerns and questions, future planning, and tax strategy optimization. - Document Collection: Gathering necessary documents like W-2 forms and 1099s. - Document Review: Meticulous examination of each document for potential deductions and credits. - Document Organization: Neat organization of all documents to streamline the filing process. - Tax Return Filing and Walk-Through: Handling the filing process. - Tax return walk-through. Why Choose Us: - CPA Expertise and technology-powered approaches - Peace of mind and stress-free tax season - Focus on what matters most to you

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