YAY! Now let's find those savings!
You're officially on your way to paying less tax. CONGRATS!
In the spirit of making things easy and available, we provided everything you'll need below to keep that ball rolling.
If you don't have the ability to complete it all now, check your inbox — we will send you an email from info@osts.tax with everything you need to get started within the next 24 hours (and make sure you check out the junk folder in case it's hidden there).
The faster you send us your documents, the faster we can get to work on finding your savings. Most clients are surprised by how quickly it comes together once we have what we need.
Do it today while it's top of mind. Future you will be glad you did.
YOUR NEXT STEPS
PLEASE UPLOAD THE FOLLOWING:
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Your last 2-3 years of personal AND business tax returns.
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A Profit and Loss and Balance sheet that coordinates with your tax returns.
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A current year-to-date Profit and Loss, Balance Sheet, and General Ledger in Cash Basis (unless you file your return in accrual — please let us know if this is the case).
You can upload your documents all at once, or upload them as you track them down.
If you don't have access to a particular item, please let us know as soon as possible, and we can work with you in figuring out the best plan moving forward.
Thank You for trusting us!
Please let us know if you need help with anything.