Qtax, LLC is owned and operated by an Enrolled Agent with over 20 years of tax preparation expertise and a Certified QuickBooks® Pro Advisor with over 30 years of business accounting experience.

One of the most rewarding things about being in my own business is having Clients who return year after year and refer friends and family to me. It is truly gratifying and most appreciated. Thank you.

For 2021, we plan to offer a secure portal where documents can be exchanged, an electronic signature service, credit card or Venmo payment options,

Please see the following links for the Tax Organizers for 2020. It is requested that you fill out and sign the appropriate organizer(s).

pdf Individual Taxpayer Organizer (269 KB)   pdf Individual Taxpayer Tax Organizer -- Rental Property (291 KB)
pdf Individual Taxpayer  Organizer -- Sole Proprietorship (386 KB) pdf LLC Tax Organizer (172 KB)
pdf S Corporation Tax Organizer (169 KB) pdf
(158 KB)

If you are a new Tax client we will need a copy of your previous year return; if you are a new Bookkeeping client please provide us with as much information as you can.


 

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Certified
Quickbooks® Pro
Advisor

Getting Ready for 2020 Taxes?

Filing Season opens February 12th

Contact me now!


Please remember I am only a phone call or E-mail away
if you have any tax related questions.



 

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