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Tax Preparation

MyTaxOffice- Signup
New Clients will need to download our MyTaxOffice App and register as a new business and/or personal taxpayer. When using our app for the first time you will need to use our Firm passcode “UD8031”.

Once clients have registered they can either use the app to upload documents or upload by going to MyTaxOffice login link. If you are returning client you already have an account. Just go to the app or use the web browser login page.

You will also be able to track the progress of the tax return once you have uploaded your tax documents.

Income Tax Returns We Prepare

We prepare the following annual business and personal tax return forms.

  • Form 1120- U.S. Corporation Income Tax Return
  • Form 1120X – Amended U.S. Corporation Income Tax Return
  • Form 1120H- U.S. Income Tax Return for Homeowners Associations
  • FORM 1120C  – U.S. Income Tax Return for Cooperative Association
  • Form 1120L- U.S. Life Insurance Company Income Tax Return
  • Form 1120S- U.S. Income Tax Return for an S Corporation
  • Form 1120S-Amended U.S. Income Tax Return for an S Corporation
  • Form 1065-U.S. Return of Partnership Income
  • Form 1065X- Amended U.S. Return of Partnership Income
  • Form 1040-Individual Tax Return
  • Form 1040X- Amended Individual Tax Return
Document Checklist

Attached is the Business and Personal Document Checklist

Apple i-Phone User (Mobile App)

You can track your tax return process right from our mobile app. Download from the apple App Store today.

Android Google Play Store (Mobile App)

You can track your tax return process right from our mobile app. Download from the Google Play Store today.

Tax Organizers

If you are a new or returning client needing to update your  tax information, please complete the appropriate  Tax Organizer.

Note: Business Tax Organizers are different from Personal Tax Organizers.
If your business files taxes using Form 1040 with Schedule C, you should use the Personal -(Form 1040).

The business tax organizers are exclusively for businesses that file separate tax returns from their personal tax filings.

How to Upload Tax Documents?

In this video, I’ll show you how to upload your tax documents. Note: After uploading, you must mark the document upload as complete — this notifies us that you’ve finished sending your files.

If you dropped off your documents and our office uploaded them for you, you’ll still need to log into the Document Manager, review all uploaded files, and mark them as done to confirm completion.

Please note: We cannot begin working on your tax return until this step is completed.

How to e-sign Tax Return?

In this video, I show you how to e-sign your tax return. Note: You must confirm you have reviewed the tax return before you are allow to e-sign.

Our Tax Preparation Fee

We charge a flat rate of $650 for Business Tax Preparation and a flat rate of $350 for Personal Tax Preparation. If you require financial statements or annual financial accounting, please contact our office for details.

Note: We cannot e-file your tax return until the following steps are completed:

  1. All required documents are uploaded and marked complete.
  2. Your tax return has been reviewed and e-signed.
  3. Payment has been received in full.

Once all steps are complete, we will proceed with e-filing your return.