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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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E-News

Making Finances Simple. Changing Lives.

1/8/2015

Important Info For Your Upcoming Tax Preparation

Below you will find important dates for the upcoming tax season, along with other helpful info to assist you in preparing for your 2014 tax preparation.........
 
Important Dates
  • January 22 - We will be emailing Tax Prep Checklists (to current tax clients)
  • January 27 - We will begin preparing tax returns and the IRS should be accepting e-files by then (even with the late passage of the tax extenders bill)
  • April 15 - The deadline to file tax returns for the 2014 tax year

What’s New

  • We've made continued enhancements to our fill-able checklist & worksheet forms - these optional worksheets will improve your organization and info gathering
  • We’re now located at a new office in Aliso Viejo; be sure to update your records. Our address is 6b Liberty #215, Aliso Viejo, CA 92656

New Client Guarantee

  • Now’s the time to make the switch! If you’re not already using our tax prep services, come see what you’re missing.
  • We guarantee you’ll be happy with our services, or you don’t have to pay our (already reasonable) tax prep fee!
  • Click here to learn more about how our tax prep process will serve you
  • Get started today!

Contact us
with questions, we’re here to help!


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