A Strategic Plan & Tax Organizer Will Be Tailored for Each Client
Client Review and Planning
Final Return and Mobile Signature
Payment and E-File to IRS and Home State
SECURE FILE PREP [SFP] simply entails transferring tax documents to your tax professional from a desktop through a secure portal.
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!