Launching "Switch2Save" Tax Prep Fee Offer
Switch over to us and get your tax return professionally prepared for 10% less than the fee you paid for your last filed tax return — minimum bill of $100.
Terms and Conditions:
For billing above $290:
- The usual Google 5-star rated service offered by NC licensed CPA.
- Start with booking appointment here.
For billing less than $290:
- Individual Tax Returns ONLY.
- No human interaction, Digital-only product.
- Tax return status and interaction will be through Client Portal only.
- Follow the steps below. DO Not book an appointment.
IMPORTANT:
- Offer is not applicable if tax preparation service fee was paid to offshore service providers.
- The bill needs to carry the legal name and contact details of the service provider and needs to match with Paid Preparer information on the tax return.
Steps for Digital-Only Tax Prep (bill less than $290)
Step 1
Step 2
Step 2
Complete following forms under "Personal Taxes" tab:
- Individual Tax Engagement
- New Client Information
- Tax Return Checklist.
Step 2
Step 2
Step 2
• In 24-48 hours of e-signing the documents, we will send invitation to a "shared" folder to upload the documents.
• Once we review all documents and we decide to move forward, we will send an invoice and once invoice is paid, we will start working on the return.
• All status updates and messages will be conducted through Client Portal ONLY.
Step 3
Step 2
What you get?
• Current‑year tax documents
• Last filed tax return
• Driver’s licenses/IDs for all taxpayers
• Proof of last year’s tax prep fee payment
Important: We will not cross-verify for any missing document. Therefore, make sure to upload all relevant documents just like you would do in case of DIY tax returns on platforms like TurboTax. Once all uploaded, message "ALL UPLOADED on mm/dd/yy" in Client Portal.
What you get?
Optional Support
What you get?
• Tax return reviewed and signed by a NC‑licensed CPA
• Delivered through our secure portal for your review and e‑signature
• Only when original invoice (& additional invoice, if any) is fully paid and Form 8879 is e-signed by all taxpayers, then only tax return is e-filed.
Optional Support
Optional Support
Optional Support
If required, call with a CPA can be booked, billed at $50 per 15 minutes. Request the same through CLIENT PORTAL.
Tax and QB "NAVIGATOR"
Introducing a FREE AI-enabled chatbot, Tax and QB "NAVIGATOR" for answering your queries about our firm, processes and also, day to day tax, accounting and QuickBooks queries.