When tax season comes around. You begin the ritual of gathering tax information. You might use a tax professional or D-I-Y your tax return using software. No one likes to do taxes, especially if you end up owing money to the IRS.
To say tax returns have become more complicated is an understatement. The reality is, there are more ways to make simple mistakes when doing your own tax return. Mistakes which could cost you in penalties, interest or in some cases repayment of refunds.
As good as modern tax software is today, they are not perfect and may not catch an exemption claimed in error. This is where a professional tax preparer comes into play. Our experience and knowledge navigate the complicated web of tax code to help you take every deduction you are entitled, so you pay the legal lowest amount in taxes.
How is Baldwin and Company different?
We offer you various ways to have your taxes completed and filed.
Simply bring your tax documents to our office, complete a yearly questionnaire profile and we will complete your tax return. When completed, you come into the office to sign, pay, and take your copy of your taxes.
Our paperless options allow you to submit your tax information on your time schedule. Once access to our secure client portal is complete, you can upload your tax documents, complete questionnaires, and message us. All preparation is paperless, you electronically sign, pay for the preparation service, and will receive a digital copy of your return. All through our secure client portal.
How do I get Started?
If you want to go the traditional route, you can bring your tax documents to one of our offices.
If you choose to go paperless, contact us that you would like access to the portal. We will create your profile and you will receive a welcome email with a link to set up your portal password.
Once you have portal access, you will be able to upload your tax documents.
What format does my documents need to be to upload?
You can upload PDF scans and Excel files. To make scanning your tax documents easier, we recommend Adobe Scan. This free app for your Apple or Android phone will et you scan documents and save them in PDF form.
Secure File Pro App
This application allows you to access the portal through your mobile device making file uploads simple.