To better assist you, please email Tax@strategicfinancialreporting.com and share what specific service interests you and any additional details you would like to share.

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Assuming the return for the current year will be close to the same scenario, if there are any significant changes to circumstances, please let us know so we can quote you correctly. SFR believes in no invoice surprises and wants you to understand our flat fee billing terms. We will review your returns for missing deductions or mistakes as part of the service.

The Tax Organizer will include questions and document upload list forms to support getting optimized results on your tax return. We look forward to getting to know you and acquiring all your deductions attainable.

Upload all your current tax documents to Intuit Link and mark the information complete or done when you feel you have all the information you want us to know imputed.  Clients will have 7 days to upload and complete the tax organizer, or a reminder will be sent to complete it. If a lack of communication occurs, deposits may be forfeited.

SFR's philosophy is, "It's not what you make. It's what you keep." Let us help you build your dream financial system and net worth.

It's possible we added a form to achieve a better tax result. SFR is aware of these additional costs and balances this with adding complexity. If the additional refund is less than the cost of the additional form, it will not be added unless required by the IRS.