Schedule An Appointment With Us or File Remotely
Tax Prep Services
Individual Tax Prep Services
Business Tax Prep Services
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 Schedule a Consultation or Complete the contact form indicating that you would like to file taxes with us. You will receive a secure email with our Client Tax Organizer and Engagement Letter. Then follow the steps below.
Step 1: Review and Sign Our Client Engagement and Disclosure
The client engagement letter will be sent to you via email for review and electronic signature. If you are filing a joint return both signatures are required.
Step 2: Complete the Tax Organizer
Complete the tax organizer sent via via and 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 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. All communication is done via secure email.
* Refund Transfer and Refund Advantage is offered by TPG, bank transfer fees apply.