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Income Tax Services
First things first
We take your privacy and the security of your personal information very seriously. The portal we use to exchange information, use a high level of encryption technology. The same level of technology used to access your online banking information.
LET'S GET STARTED
STEP 1
Every client needs to complete the following forms and upload required tax documents.
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Individual/families Questionnaire
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Income & Expense (additional form ONLY if Self-Employed)
Please note: We can not start to process your tax return until all required tax documents have been submitted.
Please complete the questionnaire that applies to you.
If you have any question please feel free to call or send us a text (442) 677-0034 or
email us at ccntservices14@gmail.com
step 2
Relax and leave the work up to us.
Once you have submitted the above forms, along with all required documents. We will get started on your return and contact you once it's completed.
Step 3
We will schedule an appointment with you to review your return, via telephone or video chat.
After we review your return, we will email you, your return via a secured email portal for you review.
Please review each page and feel free to ask questions before signing.
step 4
Reviewed your return, e-sign and submit it back to us.
As soon as we receive your payment via Venmo or Zelle.
We will then e-file your return!
YOU ARE DONE!!
You may download a pdf copy for your records.
If your return is rejected, we will contact you to address the reason for the rejection.
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