Get Ready for Tax Season 2026!
Click here to access this page in Polish
FREQUENTLY ASKED QUESTIONS
[1] SUBMIT YOUR TAX DOCUMENTS:
Upload: Click here to upload your tax documents directly to our database - no more e-mail attachments! You can even use the camera on your phone!
Drop off: Bring them to our office (Mon-Fri, 1:00 PM - 6:00 PM). Please note, this year our office is open Saturdays by-appointment-only and the front desk will not be staffed.
[2] DOWNLOAD WORKSHEETS:
[3] OPT-IN TO TEXT MESSAGING: Click here to stay updated via text.
[4] WHAT HAPPENS NEXT:
We’ll review your tax documents and reach out via e-mail and text to schedule an appointment with you.
After your appointment, you’ll receive an e-mail to review and e-sign your return.
Pay your invoice online for quick e-filing. Please note, tax returns are e-filed only upon receipt of payment and required signatures.
We will send you an email confirmation when your e-filing is accepted
[7] DEADLINES and EXTENSIONS:
Individual 1040: April 15th
Submit documents to U.S. Financial Ltd. by March 21st for timely processing
Request an extension by April 1st (Click here).
S Corp (1120-S) & Partnerships (1065): March 15th
Submit documents to U.S. Financial Ltd. by February 21st for timely processing
Request an extension by March 1st (Click here).
Note: Extensions extend filing deadlines, NOT payment deadlines
We’re here to help! Contact us with any questions.
Levels of Service 2026
Choose the service level that's right for you - all levels of service include a complementary financial scorecard meeting after tax season (June-January)
Express
Perfect for straightforward tax situations
- Basic tax return preparation without an in-person meeting
- Submit your documents below and we will send you a video explaining your tax calculation
- Approve via email, pay online, and sign electronically
- Includes a two week revision period after delivery
- Additional consultation charges apply throughout the year billed at $400 per hour (minimum consultation 15 minutes)
- W-2 employees or Social Security income only - not appropriate for business or rental income
Standard
Comprehensive service for most individuals and small businesses
- Complete tax return preparation including either in-person or telephone/zoom review meeting
- Phone & email support
- Includes a two week revision period after delivery
- Additional consultation charges apply throughout the year billed at $400 per hour (minimum consultation 15 minutes)
- Tax planning consultation
Full Service
Complete accounting and tax solution for complex needs
- Everything in Standard, plus:
- Year-round bookkeeping support
- Quarterly tax planning meetings
- Multi-state tax returns
- Business entity formation advice
- Audit protection & representation
- Financial statement preparation
- Priority support (24-48 hr response)
- Dedicated account manager
Optional Add-On Services
Customize your engagement with additional support as needed
Corporation / Partnership Tax Preparation
Preparation and filing of federal and state returns for corporations (C & S) and partnerships.
- Entity tax return (Form 1120, 1120-S, or 1065)
- State and local returns as applicable
- K-1 preparation for owners/partners
- Electronic filing and confirmation
Pricing: starting at $XXX per entity
Tax Planning Consultation
Strategic review of your tax situation with specific, actionable recommendations.
- 60–90 minute virtual or phone consultation
- Review of income, deductions, and entity structure
- Written summary of recommendations
- Q&A on implementation steps
Pricing: $XXX per session
Block of Consultation Hours
Flexible access for questions, planning, and advisory support throughout the year.
- Prepaid blocks of 3, 5, or 10 hours
- Priority email and scheduled call support
- Time tracked in 15-minute increments
- Usable for tax, accounting, and business questions
Pricing: from $XXX per hour (discounts for larger blocks)
Frequently Asked Questions
-
Description text goes here
-
Description text goes here
-
Description text goes here
-
Item description
-
Item description
-
Item description
-
Item description
-
Item description