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Step 1:

Complete the business wizard with your client


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

  • A robust client portal

  • IRS Guidance

  • Attorney-approved tax strategies

  • Dashboards with ROI updates

  • Task management for clients & staff

  • A white-label platform you can personalize

  • Q/A with founder & tax expert Jackie Meyer

  • Add-on modules and more.

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