Enterprise Tax Prep

We are a virtual tax preparation service but we're always here when you need us. If you have any questions at any time contact us by call, text, email or video chat.

Get personalized and accurate tax prep without leaving your home or office.

We do all the work and keep you updated throughout the process. All you have to do review, approve & sign.

Choose this service if you meet the criteria below.

REFUND ADVANCE UP TO $6000

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  • Federal Return

  • State Return (If required)

  • Dependents

  • Earned Income

  • Own a Home

  • Investments Income

  • State Return (If Required)

  • Own a Business

  • Charitable Donations

  • Foreign Income

TAX PREP CHECKLIST

  1. Identification card

  2. Social security numbers (yourself & dependents)

  3. Copy of last year's tax return

  4. Tax ID

  5. Insurance premiums and/or expenses business income and expenses list of assets and equipment

  6. W-4 employee

  7. 1099s Contractor Receipts

  8. Interest on mortgage, equity or student loans paid real estate taxes insurance premiums

  9. Energy efficient upgrade receipts

  10. Purchase/sale records (home, rental property, etc.)

  11. Rental income

  12. Mileage log (business related expense)

  13. Receipts: for rental upgrades, repairs, upgrades, etc.

  14. medical/dental expenses health insurance payments

  15. IRA and HSA contributions

  16. Vehicle purchase sales tax

  17. Childcare expenses

  18. Job search expenses

  19. Moving expenses

  20. Amount paid for last year's tax prep

  21. Educational expenses (loan interest/supplies/tuition)

  22. Charitable contribution receipts

  23. Volunteer expense deductions

  24. Record of estimated tax payments

  25. IRA/401K contributions