During our onboarding process, we help guide you through importing your business transactions and categorizing your books in preparation for your taxes. This helps us understand your business thoroughly and take advantage of all the write-offs you qualify for.
In tandem with getting your books in order, we work on setting up your account. We connect you with a tax expert who guides you through uploading your documents to our secure portal. We also include the ability to send messages within the portal, giving you a clear communication stream with your expert while they work on your return.
A detailed tax review comes standard. In addition to updating your financial records for your business, tax preparation includes a custom final tax review for each return. This transparency gives our clients confidence in knowing our team pays attention to the small details from the beginning to the end of the process.
Whether you are looking for a new tax preparer or replace your current preparer, we've got you covered.
Wilson's Experts give you an experienced bookkeeper who understands your industry, keeping your books up-to-date and ready for tax-filing.
We understand finding tax professionals who specialize in small business taxes is hard to come by. Our tax experts have an average of 7 years of experience and are trained in our process. More than being experts in the field, we focus on having a team of real humans.