Our Services

At TurnKey Tax, we believe in simplifying the tax filing process, no matter how complex your finances may be. Our approach involves an in-person review of your tax return before filing, ensuring that every aspect is thoroughly examined and explained to you. By providing a comprehensive understanding of each form and deduction for the year, we ensure that you are fully informed about the final results.
Our services include:

1. Reviewing tax documents: We meticulously review all your tax documents, ensuring that nothing is overlooked and all necessary information is included in your return.
2. Advising on required tax documents: We guide you on the specific tax documents that are needed to complete your return, ensuring that you have everything in order for a smooth filing process.
3. Advising on possible deductions: Our experienced professionals will identify potential deductions that you may be eligible for, maximizing your tax savings and optimizing your financial situation.
4. Identifying red flags or risky positions: We carefully analyze your return to identify any red flags or risky positions, providing guidance on how to mitigate potential risks and ensure compliance with tax regulations.
5. Coaching for finding additional deductions: We provide personalized coaching, empowering you with the knowledge and skills to identify additional deductions and optimize your tax situation in the future.
6. Advice on expense substantiation: Our team offers valuable advice on how to substantiate your expenses, ensuring that you have the necessary documentation to support your deductions and withstand any potential audits.
7. Long-term record/return storage: As part of our commitment to convenience, we offer free and secure storage of your tax records and returns. Accessible 24/7, you can retrieve your documents whenever you need them.
8. Free long-term secure storage of private, non-tax documents: In addition to tax-related documents, we also provide free and secure storage for your private non-tax documents, such as wills or medical powers of attorney, ensuring they are safely stored and easily accessible.

If you're ready to simplify your tax filing experience and gain a comprehensive understanding of your financial situation, we invite you to get in touch or book an appointment with us. Let us guide you towards financial clarity and peace of mind.