File Your Taxes in Four Easy Steps

You’re an expert in your business. But you can’t be an expert at everything. First Tax specializes in business taxes, making filing your taxes a painless process, or as close as possible.

  • 1

    Sign Up

    When you sign up for tax preparation with 1st Tax, we pair you with a specialist in the type of business you have and state you operate in. Within 24 hours, you will receive an email from your own personal accountant, who will walk you through our process to get the information needed to prepare your return.
    Hidden costs are nothing to worry about at 1st Tax. Before the work on your return is started, you will be asked to sign an engagement letter showing the final cost of our tax preparation services, and we guarantee this will be all you pay.*

  • 2

    Return Preparation

    You have already uploaded the information we need, so you can just stay focused on your business while we crunch the numbers. Most tax returns are completed within 10 business days after receiving all information from you. If you need faster service, please let your accountant know, as we have a wide range of rush services available.
    If any questions come up during this time period you will receive an email requesting clarification. Upon completion, your personal and business tax returns will be posted to your private folder on our secure portal.

  • 3

    Review

    Before you view your tax return, your file will be thoroughly reviewed by a senior accountant to both minimize errors and maximize tax advantages. After review, your return will be released to you upon payment.
    Even after you make payment, we are happy to make any changes needed. After you have reviewed your return, the final version is locked to your client file and will remain there for you to download and print in the future whenever you need it.

  • 4

    File

    Once you have approved your return and are 100% satisfied with it, we will help you file it with the IRS. If you’d like, we can also arrange direct deposit or withdrawals for any refunds or balance due. If for some reason your return cannot be e-filed, we will provide easy-to-follow mailing instructions for printing and mailing your return.
    If you have any questions about the coming year, this is the time to ask them. As a complimentary service at the end of tax preparation we will provide a projected income statement for the following year, and if needed, estimated tax payment vouchers based on our projections.



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