START TAX PREP WITH A CPA
START YOUR TAX PREPARATION WITH OUR OFFICE – FOLLOW THE PROCESS |STEPS BELOW:
Working with your CPA Virtually couldn't be any easier.
You will complete the intake and on-boarding process that includes answering questions, gathering and submiting your tax documents.
Your CPA Expert Tax Pro then will take over and do all the work preparing your tax returns
We will let you know when everything is ready for you to approve and then e-file your returns
Connect any time with your CPA via Video, chat, Phone, Text or Email.
START YOUR VIRUAL TAX PREPARATION: Submit Your Documents To Us Using Our Online Tax Organizer and Secure Client Portal. Appointments Not Required. Your CPA will Follow Up Prior to starting any services.
BUSINESS & ESTATE | TRUST TAX PREP CLIENTS: Get Started Online Right Now. Your CPA will Follow Up with you promptly afterwards to confirm receipt and start your tax preparation services. Complete the appropriate Form-Fill Tax Organizer located Below and then Upload it to our Secure Client Portal using the Guest Exchange option. Include a Copy of Prior Year Business Tax Return.
INDIVIDUAL TAX RETURNS: Use the Online Tax Organizer ABOVE. These Additional organizers are to be used for Topic Areas Only if applicable to you. Complete the Specified appropriate Fillable Form PDF (No Printing Required) Tax Organizer Below then Save & Upload it to our Secure Client Portal.
SCHEDULE C Filer – SELF EMPLOYMENT: Applies to Independent Contractors, Gig-Workers, Statutory Employee & Small Business Owners: Complete this additional worksheet to Report Business Income & Expenses: Self Employed Tax Organizer
SCHEDULE E Filer – RENTAL ACTIVITY: Complete this additional worksheet to Report Rental Income & Expense Activity: Rental Property Tax Organizer
FOREIGN INCOME OR ASSET HOLDINGS: United States tax law requires United States citizens, Green Card holders and person’s who meet the U.S residency test to report their world wide income. If you had financial assets located in a foreign country you must also report information about these assets. If you have income from a foreign country or you have financial assets in a foreign country, please complete our Foreign Income Tax Organizer.
NAPOLI TAX SERVICES LLC
12 PENNS TRAIL
NEWTOWN PA 18940
Based in Newtown PA, a Phila PA suburb. Serving Clients in Phila Metro region and Nationwide.
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