Step 1: Complete our Tax Questionnaire
Fill out my online form.
Step 2: Send us your tax documents
Rental Real Estate? Use our template!
Fill out our Rental template if you have rental real estate.
| rental_property_template.xls |
Do you have an unincorporated business?
Send Your Income and Expenses
You can provide us with a comparative income statement and balance sheet in excel or CSV.
| Sample P&L and Bal Sheet |
Don't have financials?
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Don't have a list of assets?
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Complete and send the below schedule of
income and expenses. |
Complete the asset list template.
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Step 3: Upload your Tax Documents Below
Upload your files by clicking the Dropbox image above.
Step 4: Click Below for Business Taxes
Engagement Letter (Terms and Conditions)
Please read carefully through our engagement letter. If you do not agree with our terms of service, you have three days to notify us so that we can terminate the engagement and provide you with a refund. The engagement letter is below. Otherwise, by paying your retainer you agree to be bound by these terms and conditions.
Do you need to send a one-time payment?
Electronic Check
Payment via US mail
Make checks payable to: IA-CPA LLC or Ivan Alvarez, CPA
Mail to:
107 N Lakeview Drive, Lake Dallas, TX 75065
Mail to:
107 N Lakeview Drive, Lake Dallas, TX 75065