To guarantee timely filing without requesting an automatic extension, all standard income tax documentation (W-2s, 1099s, primary receipts) must be uploaded to your client portal by March 25th for partnership/S-Corp returns and April 1st for individual filings. Files submitted after these dates may require a formal IRS extension request, which our team files on your behalf automatically at no additional charge.

Each tier includes one resident state tax return alongside your federal filing. If you have earned income across multiple jurisdictions, sold multi-state real estate, or receive non-resident pass-through schedules (K-1s), secondary state returns can be appended seamlessly for an itemized fee per jurisdiction with full reciprocal credit optimization.

Review & Repair is a retroactive diagnostic service designed for previously submitted returns containing clerical errors, missed depreciation, or overlooked deductions: we calculate discrepancies and submit an amended 1040-X or 1120-X. Audit Assistance, by contrast, is active defense representation when the IRS or state department issues an official examination notice, providing direct CPA correspondence, documentation defense, and revenue agent representation.

You can upload supplementary documents directly through your encrypted portal at any point. If your return is currently being prepared, your assigned advisor re-indexes your schedule prior to filing. If your return has already been transmitted and accepted, we will conduct an immediate impact assessment to determine whether filing a superseding or amended return is advantageous.

Simply upload a digital scan of the agency correspondence into your client dashboard. A senior tax manager evaluates the letter within 24 business hours to verify whether it concerns identity validation, mathematical adjustment, or an information request, and provides a clear drafted response or resolution strategy.