How We Do It
At Straight Tax, our prime goal is to ease your struggle! We make the process straightforward and stress-free when it comes to managing your money.
We work hard so you don’t have to. We understand that Taxes and Accounting can be extremely difficult, but we have the knowledge, skills and expertise to simplify it for you!
Step 1 - Tell us what you need
Either call us or book a discovery call here. Once you get in touch, we’ll arrange a free consultation where we get to know you/your business and your financial needs. Following our consultation, we’ll send you a written confirmation outlining the scope of services and the cost involved
Step 2 - Create an account on our secure client portal
Our clients have access to our secure document management portal and upload and retrieve all your relevant documents, no matter whenever or wherever you are in the world.
If you are a prospective or existing tax client, you’ll also need to complete our easy and convenient online questionnaire which we’ll use to gather further information about your specific personal and/or business situation. Once you upload your documents and complete the questionnaire, our team will get in touch if they have any questions. Once they have everything they need, they’ll get to work.
Step 3 - We will review your Tax & Accounting Needs
We take a consultative approach to analyzing your current situation versus your past performance, while keeping your financial goals in mind. We’ll look after every aspect of your tax and finances and work hard to ensure you have a more secure financial future.
Need advice? We’re there. Getting audited? We’re there. Need someone to represent you in front of the IRS? We’re there.
Step 4 - Follow Up with Overview & Financial Advice Closing
Our skilled IRS-Certified Enrolled Agents and CPAs will prepare your tax return within 48 – 72 hours of receiving all required information and documentation.
Once your tax return is complete, it will be uploaded to the online portal. You’ll simply need to make payment and review and sign your tax return, we do the rest. We e-file the return and will analyze and address any correspondence that you receive from the IRS and/or State Tax Departments regarding that specific tax year.
Step 4 - You Get to Focus on What Matters Most
While we do the hard work, you’re left with more time to focus on what matters most – living life and building your business. Our online accounting and tax services have been designed to give you more freedom and greater peace of mind, knowing that you’re getting the best outcome possible, you’re 100% compliant and you have an expert on your side.
We’re your trusted advisor, available throughout the year to answer your tax questions/queries.