Schedule Your Consultation Today

  • Home
  • Services
  • Book Online
  • Contact Us
  • Tax Resources
    • WHERE'S MY REFUND?
    • HELPFUL LINKS
    • TAX CHECKLIST
    • TAXPAYER RIGHTS
  • More
    • Home
    • Services
    • Book Online
    • Contact Us
    • Tax Resources
      • WHERE'S MY REFUND?
      • HELPFUL LINKS
      • TAX CHECKLIST
      • TAXPAYER RIGHTS

  • Home
  • Services
  • Book Online
  • Contact Us
  • Tax Resources
    • WHERE'S MY REFUND?
    • HELPFUL LINKS
    • TAX CHECKLIST
    • TAXPAYER RIGHTS

Tax Preparation

 With clients throughout the US, our virtual tax preparation services allows you to have your taxes prepared 100% remotely via online.  We make our clients lives easier by providing convenient services.  


Our mission is to provide accurate, affordable, quality, and confidential services. With our knowledge and expertise of the current tax laws; our goal is to help you maximize your refund. 

Incentives

Our Virtual Process

Free 15 min Consultation (Optional)

Free 15 min Consultation (Optional)

Free 15 min Consultation (Optional)

Schedule your free 15 minute tax prep consultation to discuss our processes and what is needed to become a client. (New Clients Only)

CONSULTATION

1. Onboarding

Free 15 min Consultation (Optional)

Free 15 min Consultation (Optional)

You will go through our process by completing intake forms, engagement letters, & upload documents. 

2. Prepare Return

Free 15 min Consultation (Optional)

3. 1st Draft of Return

After all documents are received, we will review & start processing your return. We will reach out to you with any questions or request additional items (if needed). Please note that we will not start on your return until all items are received. 

3. 1st Draft of Return

3. 1st Draft of Return

3. 1st Draft of Return

A draft return will be completed within 48 hours upon receiving all documents. 

4. Review Return

3. 1st Draft of Return

4. Review Return

After the 1st draft is completed, we will send an invite to our secure portal and schedule a review of your return. During this time, we will discuss any questions you may have and we will provide you with your estimates.

5. Final Return

3. 1st Draft of Return

4. Review Return

After review, you will electronically sign your return via your secure portal. Once signed, we will transmit to all agencies. Once we have received confirmation that your return was accepted, we will upload a final copy to your secure portal.

Ready To File?

START YOUR RETURN NOW

Business Services

Bookkeeping Services

We value the importance of maintaining good records. We’re skilled at creating monthly operating statements, balancing your books, bank reconciliations, and general ledger reporting. Our goal is to save time and keep you organized.  

Payroll Services

Making sure your employees and contractors are paid on time is just as important. We offer outsourced payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

BOOK YOUR DISCOVERY CALL

Connect With Us

Copyright © 2023 J&J Trilogy Accounting Services LLC - All Rights Reserved.


Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept

Welcome to the 2023 Tax Season 

Click to find out more.

Learn More