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Individual Tax

INDIVIDUAL 1040 TAX RETURNS


What if you had an anytime-anywhere, 24/7 online connection to your local CPA firm for the preparation of your individual 1040 tax return? You could from the comfort of your home or office, exchange files, manage documents, complete your tax organized, even work directly with us in real time. All from any Internet connection. Now you can:

We’ve made it easy with our web base tax organizer, a revolutionary new way to get your 1040 tax returns completed with accuracy and peace of mind. This approach save you on time and cost as it eliminates the need to drive to our office and other hassles. It’s as easy as online banking or shopping, and it’s completely secure.

THE PAPERLESS PROCESS:


A. Collection of information:

  • 1. Signed Service Agreement, with instruction on accessing your client portal.
  • 2. Log into your personal encrypted secure NetClient CS® portal available to our clients 24/7
    • a. Complete our web-base tax organizer and,
    • b. Scan and Upload documents to us
      • i. One of our experience staff of Certified Public Accountants and tax preparers will be assigned to your return and contact you via e-mail or phone with any questions.

B. Prepare Return

  • 3. Your return is then completed and reviewed.

C. Deliver Return

  • 4. Your return is then e-filed with the IRS and a copy is place in your client portal along with your source documents.

IT’S THAT SIMPLE!


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BY AUTOMATING YOUR INDIVIDUAL 1040 TAX RETURN PROCESS YOU:

  • • Improve accuracy with our web- tax organizer.
  • • Tax documents are stored securely
  • • Real time collaboration with our tax staff
  • • Speed turnaround time
  • • Save on paper and mailing cost
  • • Save on travel time
  • State-of-the-art security — Our firm uses professional-grade security to keep your data safe in some of the largest, most secure data centers in the world. It uses the industry’s most advanced security and reliability measures to keep your data safe.

    • o Built-in redundancy — Multiple data locations, Internet connections, and power sources keep your portal up and running at all times.
    • o Secure password protection — A comprehensive password system provides you with worry-free access.
    • o 256-bit encryption — This protects your data as it travels between the data centers and your computer

READY TO GET STARTED?


Getting started is fast and easy. When you’re ready to experience it for yourself just send us a message and we’ll be more than happy to get you started: Click Here!

Within 24 Hours You Will Receive:

  • 1. Our Service Agreement
  • 2. Our Schedule of Fees

HAVE QUESTIONS?
YOU CAN GIVE US A CALL:
(954) 889-5828
or
E-Mail: tax@cassellsandassociates.com