Optional Accounting & Tax
Tax Preparation
Prepare individual, small-business and partnership tax information for review.
What we can discuss
- Prepare individual, small-business and partnership tax information through a clear document and review process.
- Choose optional professional support separately from the business-management software. Agree on requested records, responsibilities and review steps.
- Share sensitive information through the invited client portal.
Share sensitive records only through your invited client portal after onboarding.