The meat and potatoes of most all tax firms is the filing of taxes.

At Serna Tax Solutions, we file returns for all of our clients both business and personal. Normal tax return preparation includes:

• Tax Return Preparation

• Maximizing deduction, credits, and prior disallowed losses

• A video review of your tax return, and an opportunity to talk about opportunities to save for the upcoming year

• E-filing of returns is always included in your fees. We never charge extra for that.

Our Fees:

Our base fee for a 1040 personal return is $350. Additional schedules, sole proprietor busiensses, and complexity will increase that fee. I will provide you an upfront cost based on review of your prior return and understanding any changes from the past year. I will provide this quote up front for you so you know what to expect.

Entity retirns (Partnership/1065, SCorp/1120S, Corporate/1120) start at $850 and go up based on complexity and size. I will provide you a quote based on a review of your past year’s tax return up front so you know what to expect.

My Process:

The Portal: I use TaxDome for my “Everything in one place” client service portal. Step one, is to get your portal set up. Once that is live, everything you need happens there: organizers, document uploading, return review, invoicing, direct messaging, etc. You will not need any other software or links to work with me. And the best part? They have an ap! Download the TaxDome App For Iphone Here , or for Android Here.

Ready to get your portal set up on your own? GET STARTED HERE

Each year, my clients start with a digital organizer that you can complete on your computer, or on your phone. The first year, there will be a lot of questions. In subsequent years, you will have the chance to just say “Same as last year” and everything can roll over.

Once the organizer is complete, you will upload all of the tax documents needed to prepare your return. Once they are all uploaded, you will let me know via the “All done Uploading” button in TaxDome, and that will be my indication that you are ready to get the return started!

Once the return is complete, my clients all have the option of a detailed video review.

We try to efile all eligible returns in order to expedite processing at the IRS and state(s).

What’s Next?

If you are the kind of person who like year round support, help with business questions and bookkeeping, and wants routine check in’s with your tax pro, consider one of our Full Service Tax Packages.

Our Goals

The goal of my office is accurately filed returns, maximizing the legal allowable deductions, credits, and savings mechanisms available to help you keep as much of your hard earned money as possible.

Year round tax advising is available to help maximize the opportunities as they become available, and ensure you are on the right track for your tax compliance, and penalty/fine avoidance.