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)
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..
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.