Ask An Accountant?
How Does The Plans Work?
To start your financial service plans you will need to do the following:
Step One: Complete the Enrollment Form
Step Two: Submit payment when you receive the invoice and engagement letter. Sign the letter and make your first monthy payment
Step Three: You will receive a link from IT Tax and Business Solutions to confirm your bank account and enter your credentials to begin uploading your bank statements each month.
Step Four: Drop-off, mail or upload your documents by the 15th of each month so your receipts can be reconciled with your bank statements (Option Plans Only)
When can I start this plan?
All option plans start at the beginning of each year and you will need to complete a new engagement letter each year.
You will receive an invoice for your first payment or you will be billed on a recurring monthly payment plan..
Can I cancel at any time?
Yes. You will need to send your request in writing and your account must be paid in full. If you cancel before your 6 month agreement is up, you will not receive the $100 off on the tax return filing fee. You will be subject to pay the current fee at the current rate when it is time to file your taxes.