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Our Tax Process

Does the thought of tax season give you anxiety?  Fear no more!  In 4 easy steps, we'll guide you through our no-stress process without even breaking a sweat!

Step 1:
Sign Up

New Clients:
Click here to give us some basic information. We’ll create your tax file and LINK invitation.

Returning Clients: In January we’ll create and send this year’s LINK invitation automatically.

  

Step 2: Complete LINK

When you accept your invitation,  you will be able to share your tax data, file uploads, smartphone photos, and imports from your financial institutions using  LINK’S 256-bit encryption.

 

Step 3:
Return Prep

We’ll know when you've been active in LINK and review your information.  We'll let you If we have additional questions and will include a connection to our calendar to book a time to speak if needed.

 

Step 4:
Review & Sign

When your return is ready for your review, we will securely send a copy to you with a connection to our calendar to book a time to review online.  After our online review meeting, we will send a secured e-file authorization form and upon your e-signature, we’ll e-file your returns.

  

Our Tax Packages

With My Fiscal Office,  you’ll know how much your taxes will cost upfront.  And you’ll have the support and guidance you deserve year-round. 

Simple

When you have W2 income, interest income and student loan interest deductions, our Simple return service offers the best value for your federal and home state return.





$125
$50 per additional state

Next Level

When your simple return needs have grown to include capital gains, itemized deductions and tax credits, our Next Level service gets your federal and home state return done correctly.




$300
$75 per additional state

Self-Employed

When you have to report profits from your single member LLC, rental income or gig work, we’ll prepare that with your personal return for one flat price. We’ll ask the questions needed to ensure your tax return is correct.



$600
$100 per additional state

Business

When your Partnership, S-Corp, C-Corp, multiple member LLC or Trust needs to file a federal and home state return we can help with the taxes, accounting and payroll, we even bill the tax return over the course of the year to help you better manage cash flow.

$750 and up
$250 per additional state