Some clients come to us for one return. Others come to build a practice. Here is the whole menu, and who each part is for.
Individual and business returns, prepared by a person and reviewed before anything is submitted.
W-2 and 1099 income, dependents, education and childcare credits, itemized deductions, prior year returns and amendments. You upload your documents, we tell you what is missing, and you approve the return before it is filed.
Sole proprietors, LLCs, S corporations and partnerships. Schedule C clean up, mileage and home office treatment, owner payroll questions, and a straight conversation about what your structure is costing you.
The first season is where most new offices break. We front load the boring parts so yours does not.
A checklist for the credentials, entity and bank setup a preparer needs, in the order they actually have to happen, with someone checking your progress.
Preparer grade software configured for your office, including bank product options, multi user logins and a practice return before you touch a live one.
Pricing, hours, staffing and a client target for season one, written down, so you are not making decisions at 9pm in the middle of February.
Software is the one thing you cannot swap out mid-season, so it is worth getting right the first time.
Individual and business return preparation, electronic filing, bank product integration, multi user access with per preparer permissions, and reporting that shows you where the season actually stands.
We set your office up inside it, load your pricing, train your preparers on your workflow rather than a generic demo, and stay reachable when something goes sideways on a Saturday in February.
Most offices do not lose clients on price. They lose them on follow up. This is the part that runs while you are with a client.
Missed calls get an automatic text back, web enquiries get an immediate reply, and every lead lands in one pipeline you can see at a glance.
Appointment reminders, document chasers and returning client campaigns go out on schedule, and stop the moment the client acts.
Review requests after a filed return, routed so happy clients reach Google and unhappy ones reach you first.
Growth gets capped by cash flow more often than by demand. We help you prepare a funding application, understand which options actually fit a tax office, and go in with your numbers organised instead of guessed.
Funding is subject to the lender and to your business qualifying. We prepare and present the application; we do not approve it.
Live and on demand training for new preparers, plus ongoing coaching between seasons on the things that decide whether next year is bigger: pricing, hiring, retention and how you spend the off season.
Training is available to clients on our professional programs.
Tell us where you are. If one return is all you need, we will say so.