Tax Preperation
Prepare for Tax Season With Blueprint Accounting
Prepare for your fiscal year with ease in tax preparation services from Blueprint Accounting. We understand your industry and can make sure that your tax season goes smoothly. Using your documentation, we work to prepare and file your taxes, ensuring that we are compliant with government regulations and specific industry or business requirements.
Tax Planning
Maximize your financial efficiency with tax planning from Blueprint Accounting. We offer comprehensive assessments of financial situations, analyzing income, expenses, investments, and assets to develop strategic plans that optimize tax outcomes. By proactively planning for your taxes throughout the year, we can help you avoid surprises come tax season and ensure compliance with applicable laws. Blueprint Accounting empowers businesses to make informed decisions that minimize tax burdens, preserve wealth, and achieve their financial goals.
Our Tax Preparation Process
At Blueprint Accounting, we are 100% remote and our 1 hour zoom call allows for clients to better understand their taxes and the process. We walk you through the tax return, explain the different options available to you, and allow you to make the decision. All copies of tax docs and the returns are kept in the portal for the client to access anytime they want.
Individual Tax Preparation
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Discovery
Clients fill out a questionnaire each year in their portal, the system provides a list of tax forms the client may have received then prompts them to either upload the document or use their phone's camera to take a picture of the form. All info is securely-stored and immediately sent to Blueprint Accounting.
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Preparation
We then prepare the taxes; send an email with any questions we may have and once complete we schedule a 1 hour Zoom call to go over the return with the client and walk them through any potential options that may help them reduce their tax burden.
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Finalize Authorization
Once the client gives the stamp of approval, we send the forms to them for a KBA (knowledge based authentication) signature. After the client completes the KBA signature, we E-file their returns.
Business Tax Preparation
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Finish Bookkeeping, Begin Tax Prep
Once the client’s books are closed for the year (early January), we start tax prep quickly. If we have any questions, we send an email. All business clients who need tax preparation must also be enrolled in bookkeeping service. This allows for a seamless process between the two services.
Finalize Authorization
When the return is complete, we offer a 1 hour zoom call with the client to go over the return. Blueprint Accounting will send the return for the client for the KBA signature, and then E-filed after they sign!
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