Tax Filing Services
Professional Tax Preparation Services For Individuals & Businesses!
Tax Filing Without the Dread
Accurate returns, plain-English information and a team that never makes you feel bad about the shoebox. For individuals, business owners, and everyone who's been putting this off.
Behind on Filing? Read This Before You Panic
If you haven’t filed for a year – or a few – you’re not alone, you’re not in as much trouble as the 3 a.m. thoughts suggest, and you’re exactly who we like helping.
The anxiety about unfiled returns is almost always worse than the returns themselves. Most late filers owe less than they fear and the path to getting current is more straightforward than the internet’s scariest stories suggest.
What matters is starting. We’ll figure out what years need filing, what documents we can recover (more than you’d think – much of it can be retrieved even if you’ve lost documents) and get you caught up, without a single lecture along the way.
The dread ends the day you hand it to us. Let’s talk and work towards getting you caught up!
What Makes Filing With Mod Ledger Different
We speak human, not only tax code.
You’ll never leave a conversation with us more confused than when you started. Every question gets a plain-English answer, every form gets explained if you want it explained, and “I don’t understand” is always a welcome sentence here.
We’re built for real brains.
Deadlines, documents, and paperwork are hard for everyone, and genuinely harder for some of us. Our process breaks everything into small, clear steps, reminds you what we need and when, and never assumes you have a color-coded filing cabinet. Shoebox of receipts? Envelope of mystery papers? Bring it. We’ve seen it all, really.
Your price is your price.
Like everything at Mod Ledger, tax preparation is package-priced up front. No hourly meter running while you ask questions, no surprise line items on the invoice.
We’re here after April, too.
We’re not a pop-up tax shop that vanishes in the spring. If a letter from the IRS shows up in August, you have someone to call who already knows your situation.
How Tax Filing with Us Works
Ready to take the guesswork out of tax season? Let’s start the conversation to see if we’re the right fit for your needs.
1. Complete our quick Tax Estimate Form or Schedule
a quick 15 minute virtual Getting Started Tax Meeting.
2. Send Over Your Stuff
Once you’re ready to move forward, we’ll send you a secure portal link where you can upload your income forms, receipts, spreadsheets, and that mysterious envelope labeled “tax stuff.” You’ll also complete the official intake form. It’s super easy to follow and quite user friendly. Then we’ll take it from there, organizing everything, without judgment.
3. We Do a Deep Dive
We go through everything line by line, hunt down deductions, and check every detail like detectives on a caffeine rush (but with fewer trench coats). Via your preferred method of communication, we will follow up with any questions.
4. Sign & Learn!
Once we’ve got your return ready, we’ll schedule a signing meeting with you. We’ll review the results of your return, explain parts that are helpful & advise things such as adjustments to make with your paycheck for the new year.
5. We File & Confirm
After you give your thumbs-up, we e-file your return quickly and securely. You’ll get confirmation once it’s officially accepted.
6.Post-Filing Support
When the IRS sends mysterious letters (because they always do), we’re here to help guide you solve the mystery.
Tax Filing Packages
Package 1
Single Filer
- Individuals Only
- W-2 (Payroll) Job
- Standard Deduction
Most Use the
Standard Deduction
Package 2
Family Filer
- Individuals Only
- W-2 (Payroll) Job
- Itemized Deduction
or
- Families | W-2 W-2 (Payroll) Job(s)
- Standard Deduction
Package 3
Business Filer
- Families
- Itemized Deductions
or
- 1 Solo Business Owner May Include 1099s
Also includes Personal Tax Filing with Business Filing
Package 4
S-Corp Filer
- Individuals or Families
and
- 1 S-Corp Filing
or
- 2 Solo Businesses
Also includes Personal Tax Filing with S-Corp Filing
Our Tax Prep & Filing Process
- Tell us that you want us do your taxes.
- We’ll send you a secure client portal link, contract to sign and invoice to pay.
- Once paid in full, we’ll send you a tax organizer to complete and send all of your documents electronically to us, securely.
- We get to work preparing your taxes!
- We’ll reach out with questions and/or info requests.
- We’ll schedule a signing meeting with you (virtually or in person).
During the meeting, we will give you at least one nugget of tax education, whether you like it or not, because we care.
What could increase your rate and require Add-On Services?
Sales of:
1. Cryptocurrency
2. Stocks
3. Bonds
4. Real Estate
Business Transactions:
1. S-Corp
2. Reconciliations
3. Bookkeeping Clean-Up
Rental Properties:
1. Income & Expenses
2. Short Term Unit
Additional Items:
1. More than 3 Follow-Ups for Documentation
2. Additional State Filings