Services + Pricing
- Federal Tax Return Preparation
- State Tax Return Preparation
- Late Tax Return Preparation
- Foreign Bank Account Reporting
- Foreign Account Tax Compliance Act Reporting
- Small Business Tax Return Preparation
- Streamlined Filing Package
- UK Self-Assessment Tax Return
- Canadian Tax Return Preparation
- Additional Expat Tax Services
Tax Prep Process
Completing Your Questionnaire
Do I have to complete the questionnaire?
Small details can have big impacts on your return and it's important we know 100% before we get started on preparing your tax return.
Yes, we will need you to complete the interactive questionnaire.
The good news is the new questionnaire is intuitive, so it only asks for details that apply to your specific returns. If you've used it to complete previous tax years, it remembers your details so moving forward a lot of the fields will already be saved - making it quick to complete each year moving forward.
With all the new tax laws that will be coming into effect in the near future, it is important that we ask these questions to ensure nothing is missed.