How To File? Start Here!

This time of the year many visitors to our site are exploring tax preparation and filing options and whether you're an individual or business we have solutions for you.  Your first step is to fill out one of our "Tax Organizers" and any "Worksheet" (if necessary).  Just click those links and you'll be taken to these forms.  Second step? Send us your document(s). Third step?   There is none :) you're set and we'll take it from there!    You should know is behind ExactCPA is a distinguished Certified Public Accountant (and that means something).  That should be made clear as today lots of companies and individuals spend a great amount of effort blurring the lines and intentionally confusing the public that their tax service is performed by a CPA (when in fact it's not) and that includes H&R Block, Jackson Hewitt, etc.  Be mindful the set of eyes (the training and knowledge) examining your documents is critical, especially this year with the myriad of new tax rules in place.    

Please contact us via email, live chat, or telephone if at any point information is not clear or you have a question.   The very top of every page has link to TAX ORGANIZERS and WORKSHEETS that once clicked brings you to our solution for that topic or subject.    Also at the top of every page is what may be your 4  preliminary questions addressing:  (1)  who we are, (2) our goals in tax preparation service,  (3) how to prepare your documents, and (4) our fees.   (you can also click the preceding topics and be guided to the proper page).  Cumulatively 1+2+3+4  sums up why the value we offer in tax filing services is unmatched - and we're proud of that.  

Downloading and or printing out our tax organizers and worksheets is simple.  Yes it may take some time to complete these forms however more times than not paying close attention to thorough form completion proves to be rewarding for you the client.   Our ability to minimize tax liability and maximize forthcoming benefits hinges on how comprehensively these forms are completed.   Our job is to leverage your personal circumstances against Federal & State tax codes for your interest.    Yes we're an IRS authorized electronic filing provider so we can process your tax return swiftly.  Shoe boxes of receipts,  bulk volume scanning, etc - we can pretty much handle anything, just call us if you believe you have a unique need or situation.     If you're not sure what forms or worksheets are a 'fit for you', contact us, let's talk, we'll advise you.    

Second Look & Second Opinion Service: Regardless of whether you did your taxes yourself with tax software, had friend or retail tax service prepare your taxes, would you like a CPA to examine the integrity of the work?  We have a 'second look & second opinion' service wherein we view your State & Federal Return with a 'tax code & compliance" magnifying glass and under the lens of scrutiny for errors, mistakes, 'red flags' or omissions - per your circumstances and in your interest.    Consider it prudent & shrewd 'insurance', hedging against a problem down the line with the IRS, denying yourself entitled deductions and paying too much, or leaving money on the table.  So if you would like professional reassurance against a meticulous CPA standard just give us a call. 

Consultations are free so please, take advantage of that.   We appreciate the opportunity to provide you tax preparation and filing service and will leave no stone unturned in working toward your interest.