Schedule An Appointment With Us or File Remotely

Schedule an Appointment to have a free virtual 15 tax interview. File Remotely by completing the steps below and our team of experts will get started processing your tax returns. In-person appointments by appointment only.

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Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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FREE DOWNLOAD

Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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Tax Prep Services We Offer

Individual

We provide federal and state (if applicable) current year, amended, and prior-year tax preparation services.

Business

We also provide self-employed (sole proprietorship), Partnership, Non-Profit, and S-Corp tax preparation.

We're Here For You Every Step of the Way

Here at Ethics Tax and Financial Services, we are not just another online tax solution we do the work for you. When you choose us as your tax professional. We collect your important tax documents evaluate your tax situation and let our expertise work to lower your tax liability.


To get started with us there are some important things that we need to go over.


All Clients are required to upload the following letters that were sent by the IRS, with their tax documents to avoid delays:

IRS Letter 6475 Stimulus/EIP Payments

IRS Letter 6419 Advanced Child Tax Payments

If you don't have the letters please upload the information from your tax transcript.


Step 1: Complete the Tax Organizer


Step 2: File Remotely

Use the link below to create an account and answer the required questions about your filing status. Upload all personal identification documents, as well supporting documents such as W-2, 1099s, Profit & Loss Statement, Stimulus Check letters, etc. All new clients please include your prior-year tax return.

For Best Results, please download the app for real-time updates and notifications.


Step 3: Review and Sign Our Client Engagement and Disclosure

The document will be sent to you via your client portal for electronic signature.


Step 4: We'll Take it From Here

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