Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
QMF thanks you for your consideration with respect to the opportunity to assist you with your tax preparation needs. It is a privilege to have the chance to work with you and to support you in this important aspect of your financial journey. We want to assure you that the QMF team is committed to being with you at every step of your financial journey. We understand that each client’s needs are unique, and we are ready to collaborate with you as much as you need. Whether it's about maintaining a healthy tax profile or navigating through the process of obtaining one, we're here to lend our expertise.
Our involvement can be as extensive as you require. We can handle everything from filing forms to making calls on your behalf. We are not just a service provider but a partner who is invested in your success. We will ensure that all your needs are met and that each process is as smooth as possible for you. Remember, our team is only a call or an email away. We're always ready to step in and provide the assistance you need. We're here to help, so don't hesitate to let us know how we can best serve you.
In addition to tax preparation, QMF offers a variety of organizational solutions for small business owners. These include bookkeeping/accounting, legal agreement analysis and drafting, and business structure formation. We're here to help you navigate the complexities of running a business and ensure your financial affairs are in order.
For tax preparation services, we’ll need to have an initial conversation with you to gain an overall insight into the specifics of your tax situation. After we’ve had that discussion and are ready to move forward, we'll need the following:
For document intake, QMF offers a variety of methods to make it as convenient for you as possible. You can forward your documents via email, next-day services, or traditional post. The best option is to send via our secure document server with dedicated client accounts. This allows you to upload your documents directly to your account with the assurance that your sensitive information is protected. Our team can then access these documents instantly, speeding up the process and ensuring that we can begin our work as soon as possible.
Our basic rates start at a flat fee of $425 per tax year (federal and state), per entity. Please note that there may be instances when additional fees may be incurred. If you're ready to get started, please use the contact portal below. We will begin as soon as we've been able to have a conversation with you regarding your specific needs.
Please reach us at qmf@quartetfund.com if you cannot find an answer to your question.
The initial part of the process begins with you and your tax professional aligning on your preferred communication methods during the tax-filing journey. Do you favor in-person meetings to handle all matters, or do you find email correspondence more convenient? Perhaps a series of phone calls would be ideal for both parties.
Whichever method suits you best, it’s crucial to establish these communication preferences early on. Ensuring you select an advisor who is accommodating to your schedule and communication style is key to a smooth tax preparation experience. Once we have agreed upon communication protocols, we will then begin advising you on the document gathering and submission.
We will provide you with a link to upload all relevant documentation to our server. We prioritize the security and confidentiality of your documents. Our server is designed to offer secure, discrete storage for all your sensitive files. During tax season, you can rest assured that your documents are protected with the latest encryption and access control technologies. Once the tax season concludes, you have the flexibility to delete your documents at any time. If you choose not to, we will retain them for up to seven years, ensuring they are available whenever you need them. This retention policy is in place to support any future audits or inquiries, providing you with peace of mind and convenience.
We accept all major credit cards and PayPal.
Are you looking to ensure your tax filings are accurate to avoid any issues with the IRS? Wondering if you should opt for the standard deduction or itemize instead?
Discuss your objectives and worries with your tax professional and inquire about their approach to guiding you through the tax filing journey. Understanding your tax professional’s methodology and having them explain their procedures can alleviate many of the anxieties associated with tax season!
Share your goals and concerns with your tax pro and ask how they plan to walk you through the tax-filing process. Knowing how your tax pro works and having them share their process with you can help get rid of some of your deepest, darkest fears when it comes to tax season!
2105 Foothill Boulevard, Suite B324, La Verne, California 91750, United States
Today | Closed |
Copyright © 2024 QUARTET - All Rights Reserved.
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.