TAX PREPARATION ONBOARDING

Complete a series of questions that will allow us to give you a personalized estimate of how much your tax filing will cost. 

FREE TAX QUOTE

Omitting pertinent information will result in a price variances. 

After agreeing to the Free Tax Quote, you'll receive a written communication from our office outlining the agreed terms, scope of work,  and conditions of the engagement.

Start gathering your documents for your tax professional:

Driver's License

Social Security Number

Prior 2 Years Tax Returns

Download Onboarding Document

Our ATAX portal allow you to upload senstive documents to our tax filing software.

ATAX PORTAL

Portal ID: XHST2QPD

Need Help?

We understand you're busy with work and the family. Therefore, an onboarding call is optional this seaon. 

Instead, we will be utilizing a  dedicated SLACK channel for you to communicate with us directly. Also, continue to monitor your emails and text messages.

Download SLACK

We will notify you when your return is ready and coordinate a time to schedule a complete review of your tax return Virtually or In-Office. 

In the meantime, you will receive an invoice via Quickbooks Online.

Your invoice is required to be paid before transmitting to the IRS. 

*We do not deduct fees from tax refunds.

Where's My Refund?

Did you owe taxes?

Is your refund >$1000?

Would you like to lower your tax liability?

For an additional fee of $150, you may request a tax plan for the current year.* 

*W2 /1099 returns only

For Business Returns, review our Tax Planning Services.

Williams Accounting & Tax Services Llc is a full service accounting firm available all year round.

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