As of January 2025, we did not renew our commercial lease and have officially virtualized the firm. Therefore we now work with all clients remotely utilizing client portals, apps, and other over-the-air communication technologies. If you are a new client or you have not been to our office in several years, please provide proper identification (driver’s license, social security card, etc.) for all household members. We also require a complete copy including all worksheets and schedules of your prior year tax return filing.
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Are you Prepared?
Filing
Federal law requires mandatory electronic filing for all tax preparers who provide services for more than 10 individuals. We must receive your signed e-file signature page (Form 8879) before we can e-file your tax return. For personal filings due April 15th, we must receive all your complete important tax source documents and income and expense totaled summaries no later than March 15th to complete your tax return timely. For entity filings due March 15th, we must receive your complete important tax source documents (all monthly bank statements with written check images and the annual summary of the credit card charges) and reconciled financial statements (Balance Sheet, Profit & Loss, Year-to-date General Ledger) no later than February 15th to complete your tax return timely.
Any tax data received after these dates may require an extension although we do our best to get all tax returns done by the original filing deadline.
Professional Fees
It is difficult to quote prices as our rates are based on the number and type of forms that are required for your particular tax filings. Also considered is overall complexity therein, length of time necessary to meet our internal standards, and level of expertise required to complete the best possible tax return for you. Our fees are very competitive when compared to the overall marketplace and normally will be under what larger tax preparation companies, franchises, and accounting firms charge for equivalent preparer skill levels, experience, and career commitment.
Payment
Cash, check, all credit/debit cards, and Bitcoin are accepted with no upcharges. You can also execute payment here: https://taxprosa.com/make-a-payment/ All fees are due in full at the completion of your tax return or professional service.