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PERSONAL TAX PREP

Proper tax preparation and planning can assist you in reducing your future tax obligations.

We are here to help you navigate your tax concerns and clarify your situation. Our team is well-versed in the most recent state and federal tax regulations that may impact you. Feel free to reach out to jackie.tubbs@jsspeedytax.com with any tax-related inquiries you may have.

All clients, both new and returning, must fill out the client data sheet. You can save your progress and return as needed. Additionally, you'll have access to our new client portal, where all documents will be securely stored.

All tax preparation is conducted virtually! After you complete your client intake sheet, any necessary clarifications will be communicated through email from our office.

If you desire to have a one-on-one virtual office session, feel free to schedule an appointment using our Book Online feature to set up a consultation.

TAX PREPARATION CHECKLIST

Filling taxes can feel complicated, but that's what we're here for! Before you send in your client intake sheet, take a moment to go over this checklist. It'll help you gather the right form and documents for your tax situation, so you're ready to submit everything smoothly

TAX PREP FEE SCHEDULE

Our tax prep pricing is designed with flexibility in mind. Instead of a one-size-fits-all fee, we charge based on the specific forms required for your return. This way, you're only paying for what you actually need. We believe in being upfront and fair, so you can expect high-quality service without any surprise costs.

Client Intake Process

Minimizing your future tax liability starts with effective tax planning and preparation, and we're here to guide you every step of the way.

 

How We Help:

Expert Guidance: We’ll help you manage your tax concerns and keep you informed about your tax status, leveraging the latest state and federal tax laws that impact you.

 

Contact Us:

Have questions? Email us at jackie.tubbs@jsspeedytax.com for support. What

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You Need to Know:

Client Data Sheet: All clients, both new and returning, must complete the client data sheet. You can save your progress and come back to it anytime.

 

Client Portal:

Access our secure portal to store and manage all your important tax documents.

 

Virtual Tax Prep:

Our services are fully virtual. Once your intake sheet is submitted, we’ll reach out via email for any additional info we need. Ready to get started? Let’s simplify the process for you!

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