Schedule An Appointment With Us or File Remotely
Tax Prep Services We Offer
We provide federal and state (if applicable) current year, amended, and prior-year tax preparation services.
We also provide self-employed (sole proprietorship), Partnership, Non-Profit, and S-Corp tax preparation.
We’re Here For You Every Step of the Way
Here at Ethics Tax and Financial Services, we are not just another online tax solution we do the work for you. When you choose us as your tax professional. We collect your important tax documents evaluate your tax situation and let our expertise work to lower your tax liability.
To get started with us there are some important things that we need to go over.
All Clients are required to upload the following letters that were sent by the IRS, with their tax documents to avoid delays:
IRS Letter 6475 Stimulus/EIP Payments
IRS Letter 6419 Advanced Child Tax Payments
If you don’t have the letters please upload the information from your tax transcript.
Step 1: Complete the Tax Organizer
Upload all personal identification documents, as well supporting documents such as W-2, 1099s, Profit & Loss Statement, IRS letters, etc. All new clients please include your prior-year tax return.
Step 2: Review and Sign Our Client Engagement and Disclosure
Once we have received a completed tax organizer with all your supporting documents. The client engagement letter will be sent to you for electronic signature.
Step 3: We’ll Take it From Here
Once steps 1 and 2 have been completed you will move into the queue for processing. Tax prep will not begin until we have received all required documents.
* Refund Transfer is offered by Refund Advantage a division of MetaBank, N.A. bank transfer fees apply.
**Refund advance offered by Refund Advantage a division of MetaBank, N.A. No interest loan options of $150, $500, $1000.