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
How do I make changes to my questionnaire?
On our end, the questionnaire is 'locked' once you've entered your information, agreed to our Acknowledgement of Engagement and submitted the questionnaire. This is done intentionally, as it allows your accountant to dive in head first on your taxes.
If you need to make changes, we need to let your accountant know (as small changes can have big impacts on your return!).
Please contact Customer Support to re-open your questionnaire so you can make changes.