Register or call for an Advisor to schedule a tax prep session
A strategic plan & tax organizer will be tailored to each client
Meet w/ Client to Draft 1040 Return
Client Review and Planning
Final Approval & Signature within 72 hours
Payment and E-File to IRS and Home State
An Advisor may be summoned for a Face-To-Face tax prep session. Choose a place to meet and we will schedule accordingly. Remember the Tax Office is so
On December 20, 2017, everything changed! The 1986 tax code was finally reformed to fit the modern era. The Tax Squad’s mission is to guide our clients intelligently through all the opportunities and threats taxpayers are now exposed to. READY TO COLLECT & PREP!