At The Modern Tax Firm, LLC, we understand that the tax preparation process can be overwhelming. That's why we are committed to making it stress-free and personable for you. Our firm will be there for you from start to finish and through all the stages of your life. We are dedicated to being a trusted source for all your income tax needs.
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Whether we like it or not, today's tax laws and regulations are so complicated that even filing a relatively simple return can be challenging. When self-prepared, deductions and credits are often overlooked. Let's be honest - there's no substitute for the assistance of an experienced tax professional.
Tax Preparation
Preparation of Individual, Partnership, S Corporation, Trusts, Estates and Non-Profit Returns with varying levels of complexity.
Tax Planning & Projections
Starting a business? Do you need help setting up an S Corporation? Life is full of changes - let us help you plan for and navigate through them!
Audits & Notices
Audit? Receive a tax notice? We can help! We can represent you before the IRS and state authorities.
Our Services
Our Process
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Step 1: Documents
Once we create an account for you, you'll upload your tax documents and information through our Secure Client Portal. We can also set up a phone or Zoom meeting at your request.
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Step 2: Preparation
Our firm will prepare your tax return with the information you provided. If we have questions or feel that you are missing information, we will reach out to you.
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Step 3: Review
Your return will undergo an extensive review where we will look for errors, omissions, and ensure that you are maximizing credits and deductions.
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Step 4: Delivery
Once your return has been reviewed, we will deliver it to you based upon your preselected delivery method. We offer a variety of electronic delivery methods.
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Step 5: E-File
You will sign the electronic filing authorization forms. Once you have signed and made payment for our services, we will file your return electronically.