Basic Tax Prep LLC
All Electronic, Online Only Tax Preparation Services
Basic Tax Prep LLC
All Electronic, Online Only Tax Preparation Services
Basic Tax Prep LLC was formed to help individuals with basic, less complicated tax situations file their federal and Indiana individual income tax returns using an all electronic, online only approach. People who want an alternative to CPA firms, do-it-yourself tax software, and in-person preparation while sitting across from someone may be the most interested in this approach. Basic Tax Prep LLC is not a CPA firm, but the sole owner is an Indiana licensed CPA with more than twenty years of experience preparing tax returns.
The technology clients will be asked to use is e-mail, texting from their phone, a secure portal account for uploading documents, and the website. A consequence of this contactless approach is that phone calls and in-person meetings are not being accepted. With the focus being on tax preparation and not tax planning, phone calls and in-person meetings would raise the cost significantly. Billing will be straightforward and transparent, and questions and concerns will be responded to quickly.
Follow these steps to get started:
- See if you qualify to become a client by clicking DO I QUALIFY TO BE A CLIENT. If you do not qualify, please try again next year as your tax situation may change. If you do qualify, continue with the remaining steps.
- Estimate the cost of your return by clicking FREE ESTIMATE.
- You will receive an e-mail from Basic Tax Prep LLC via DocHub that contains a link to an engagement letter. Make sure you check your spam or junk folder for the e-mail. Complete, sign, and submit it using the encrypted end-to-end process that protects sensitive information found on the engagement letter.
- You will receive an e-mail from no-reply@securefilepro.com requesting you create a login for a secure portal account. Use the Sign In link to create the login.
- Gather all of the tax documents needed to prepare your returns. Please provide a copy of your 2023 federal and Indiana returns along with your 2024 tax documents. Consider completing and providing one or more fillable PDF worksheets found on the worksheets page.
- Upload or send all of the step 5 tax documents and information. Documents with sensitive information should be uploaded from a secure device and into your secure portal account. Documents without sensitive information could be texted or e-mailed.
Thank you for considering using Basic Tax Prep LLC.
