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BUSINESS FORMATION LINKS
Step 1:
Complete the business wizard with your client
BUSINESS TAX RETURN
Step 1:
Complete the business tax return client intake form with your client. determine what tax forms and related schedules are needed for said year.
Step 2:
Gather clients, Profit and Loss Statement, Balance Sheet and Cash-flow report and other related documentation
Step 3:
Enter data provided from the client for the said tax year into the CCA approved Tax Preparation software.
Step 4:
Calculate the tax owed: Federal, State, Local
Tax Planning
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A robust client portal
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IRS Guidance
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Attorney-approved tax strategies
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Dashboards with ROI updates
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Task management for clients & staff
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A white-label platform you can personalize
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Q/A with founder & tax expert Jackie Meyer
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Add-on modules and more.
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