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Tax Preparation Services

Get ahead on tax preparation services!

Our tax preparations services help you file your tax returns. The main goal is to make sure your tax reporting complies with both federal and state tax laws. We will prepare your taxes based on the information you provide to us with the focus being on the tax year you are filing.

We offer high-quality, efficient, and advantageous tax preparation services for business owners and individuals. We have the knowledge and resources to prepare your taxes in compliance with the Federal and State laws.

We offer preparation for several types of business returns and multi-state taxes.

Apply for Tax Preparation Services
Do you prepare both business and personal taxes?

Yes. In addition to personal returns, we prepare business taxes as well.

How long does it take you to prepare my tax return?

The amount of time it takes for me to prepare your taxes really depends on when you submit your documents from there it’s a 3-4 week process if everything is submitted on time.

What if I don’t have/can’t find all of my tax documents?

We need all tax documents to start your tax preparation. So if you can’t find your documents we suggest gathering them all first and then paying for the tax preparation service.

Do you need all my receipts to complete my tax return?

This will depend on the accuracy and completeness of your personal record keeping. Often, bank records or reconciled QuickBooks files replace the need for a shoe box full of receipts. Viking CPA Group will help determine the easiest, most cost-effective way to achieve accurate reporting.

Does Viking CPA Group take tax preparation fees out of my refund?

No. You will be invoiced for 50% of the tax preparation fee and receive your refund directly from the relevant taxing authority.  Tax preparation fees are due prior to the filing of your tax return.  Your invoice will be sent to you right before we file your taxes. If payment is not received, we will not move forward with filing your taxes.

Can Viking CPA Group file an extension for my tax return?

Yes, we file extensions for our clients. Note that filing an extension grants additional time from the original due date for the tax return to be filed; however, this does not extend the due date for taxes owed.

What do I need to provide in order for you to file my taxes?

The below mentioned items is a general list, but may not be relevant to you nor your situation. Once you’ve had your tax consultation we’ll be able to provide you a final list.

  • W-2 (wages)
  • 1099-NEC (independent contractor income)
  • 1099-MISC (rents)
  • 1099-INT (interest)
  • 1099-R (retirement)
  • 1099-DIV (dividends)
  • 1099 Consolidated statement (investments)
  • K-1
  • Estimated tax payments
  • 1095-A, 1095-B, 1095-C (health insurance)
  • 1099-SA (HSA distributions)
  • 1098 (mortgage interest)
  • 1098-T (education)
  • Property Taxes
  • Closing Disclosure (real estate purchases or sales)
  • Income and Expenses (bank statements or QuickBooks files) for a Schedule C business or Schedule E rental property
Apply for Tax Preparation Services

Stage 1 – Discovery Call

During our discovery call we will discuss your specific tax preparation service needs, help you determine what is needed

Stage 2 – Engagement Letter and Invoice 

If you’re ready to move forward we will followup with an engagement letter, and invoice to start.

To proceed forward with engaged services, you will need to accept sign your engagement letter and pay your invoice.

Stage 3 – Portal Access + Document Upload 

After your engagement letter and invoice has been paid you’ll receive access to your portal to upload your documents.

Stage 4 – Tax Preparation + Filing Taxes 

After you’ve submitted your documents then we will start on tax preparation services. After we’ve completed your tax return we will send you a final document for approval that you need to sign and we will send your final invoice before we file your taxes. After you’ve paid we will file your taxes and you will receive a final document of your filed taxes.

Apply for Tax Preparation Services

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