Best QuickBooks Consulting & Training in Rochester Hills, MI

Although, the majority of our clients tax returns are submitted electronically, we still do offer a mail in option if this is your preference, or there is a reason that you need to mail in. Our fee for mailing in tax returns is $25.

A client portal is a safe and secure way for our tax clients to upload all of their documents, and receive their tax returns electronically, without having to leave their home. This takes the risk of emailing private documents, which can easily be compromised, completely away. The IRS has said that emailing documents is no longer safe, and using a client portal is the safest way to upload documents securely.

NO! ! You do not need to call us to let us know that you uploaded your documents to the client portal. We are automatically notified via email every time a document is uploaded to the client portal.

No, you do not need to use our client portal. the other option our clients have is to physically bring in your tax documents to our office. Once the returns are finished, we will give you a call and you can come into the office to pick up your tax returns and documents.

The best way to get an idea of what documents to bring in is by looking at your prior year Tax Return. the documents that you provided the year prior will give you a good idea of what to bring in. If something happened, such as getting a new job, moving or selling your house, starting a business, etc.. then you will likely have some new documents to bring in!