Clients can choose from 4 comprehensive tax planning and organization questionnaires to help prepare and gather all necessary tax documents.  Please note that multiple questionnaires may be applicable depending on your specific situation.  If you are not sure which questionnaires may apply to you, we are here to help you choose the right questionnaire.

• Individual Questionnaire

• Small Business Questionnaire

• Rental Real Estate Questionnaire

Send your completed tax questionnaire(s) and tax documents to us via e-mail, secure fax or mail. Once we receive your documents, we will contact you to confirm that we have received all applicable information.  After reviewing all of your documents, a member of our team will confirm with you the cost of preparing the return based on our simple fee structure.  Once we receive payment, we will start preparing your return and provide you with an estimated completion date. Based on the online nature of our business, we are able to provide service to clients across the country, and are not limited by geographic location.

After preparing your tax return, we will send the return back to you for your review and approval before finalizing it. Upon request, we are able to connect interactively online through Zoom to review the returns together. Once you review and sign the tax return, we will electronically file your return.  Our team will contact you once we receive notification that the tax return has been accepted.

Tax refunds that are set-up to be direct deposited into your bank account should be received within 2 weeks.  If a direct deposit is not set-up, a paper check will be mailed to you within 6-8 weeks.  For any tax owed, payments must be made by April 15th.  We are able to set-up an electronic payment at a date of your choosing, or you may mail in a check yourself.  If you are unable to pay the tax due, we can advise you on the process to start a payment plan.

Brothers Tax is here to discuss your tax questions and tax needs throughout the year.  Our team specializes in tax planning and can help prepare tax estimates as needed.  We are happy to help you with your tax planning needs.