Tax Preparation Services
TAX RETURN FILING OR FILING A TAX AMENDMENT
We prepare/amend personal taxes (Form 1040) and business taxes (Sole-Proprietor/Single-Member LLC and S-Corporation)
01. Introductory Call
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During this free 15-minute conversation, let’s discuss your vision/goals, any pain points you’re experiencing, and how PAS can assist.
The purpose of this meeting is to determine if we are a good fit for one another.
02. Onboarding / Consultation
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We will review your current financial records/latest tax filing. This process allows us to get an understanding of your structure, the scope of work, and to provide the best recommendations.
Includes the signing of the service agreement and software setup.
03. Deliverables
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Per our service agreement, we will respond with the requested services. PAS values communication and your feedback. Please let us know your questions or concerns.
“Money moves from those who do not manage it to those who do.
Together, we can make your finances a priority.”
-Dave Ramsey