Tax Preparation

Taxes Done, Stress Gone!

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Even with software readily available, preparing and filing taxes each year can be a daunting and frustrating task. Lots of changes happen every single year, the forms can be confusing, and you may wonder at the end of the process if you really got everything right. Here's how we make tax filing an easier and better process for you:

  • Consultation - During this initial meeting, we'll learn about your tax situation and provide a quote of what we believe we'll need to file to complete your return. You'll know upfront what you'll pay - no surprises!
  • Upload - We'll have you upload your tax documents and supporting information to our encrypted Client Xchange portal. This is where your documents are stored including your final tax return, so you can return later if you ever need to refer to these documents. This service is included with every tax return at no additional cost.
  • Prepare - Once your documents are uploaded, we'll work hard to quickly prepare your return, double-checking it for accuracy.
  • Review and E-File - Once we have completed your return, we will review it with you, answer any questions you have, and electronically file it. It is only when you are completely satisfied with your return that we ask for payment. Briggs Financial is an Authorized e-file Provider.

At Briggs Financial, we strive not only to make sure that your tax return is accurate and filed correctly, but to also actively provide thoughts and insights on what you can be doing during the year to improve for next year. Our process also ensures that you spend your quality time doing anything other than taxes - no standing in line, no pile of papers to bring in, receiving professional service from the comfort of your couch. Finally, our pricing is based on what forms we file for you and the amount of work we do - not based on the size of your return, so you know clearly that you are getting what you are paying for. Schedule a free consultation today and let's talk about what your tax preparation needs are and how Briggs Financial can help you.

Taxes Done, Stress Gone!

Even with software readily available, preparing and filing taxes each year can be a daunting and frustrating task. Lots of changes happen every single year, the forms can be confusing, and you may wonder at the end of the process if you really got everything right. Here's how we make tax filing an easier and better process for you:

  • Consultation - During this initial meeting, we'll learn about your tax situation and provide a quote of what we believe we'll need to file to complete your return. 
  • Upload - We'll have you upload your tax documents and supporting information to our encrypted Client Xchange portal. This is where your documents are stored including your final tax return, so you can return later if you ever need to refer to these documents. 
  • Prepare - Once your documents are uploaded, we'll work hard to quickly prepare your return, double-checking it for accuracy.
  • Review and E-File - Once we have completed your return, we will review it with you, answer any questions you have, and electronically file it. It is only when you are completely satisfied with your return that we ask for payment. Briggs Financial is an Authorized e-file Provider.

Our process ensures that you spend your quality time doing anything other than taxes - no standing in line, no pile of papers to bring in, receiving professional service from the comfort of your couch. Our pricing is based on what forms we file for you and the amount of work we do - not based on the size of your return, so you know clearly that you are getting what you are paying for. 

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