Tax Services2024 Tax Return Preparation

We are currently accepting 2024 Tax Return Preparation reservations.

To Upload Your 2024 Tax Information, Follow The Instructions Below:

We require a $275 deposit to reserve your spot for 2024 tax preparation. We will not begin preparation until this DEPOST and NOTIFICATION all 2024 has been uploaded has been received by us.

We suggest you upload 2024 tax info to us as you receive it and NOTIFY us when all has been UPLOADED.

It is very critical you tell us when ALL 2024 info is uploaded. That is the point at which we will actually begin preparation.

We are big believers in extensions because 1) the last thing you want is someone hurrying through your tax return and 2) we believe the later the return is filed the less chance for an audit. BUT if it is critically important to you to have your return completed by 4/15, we require DEPOSIT be paid by 2/1 and NOTIFICATION of all documents uploaded by 3/1. If documents are missing your return will likely be extended.

1. Open the attached Tax-Organizer TY2024 to fill out our fillable organizer/questionnaire. Save and upload using your ShareFile account created below.

2. See below to securely upload your 2024 tax documents. You may not have them all right now. That's ok. You can upload them as soon as they come in. Save and upload using your ShareFile account created below.

3. For New Clients, please scan and upload a copy of your 2023 tax return, both federal and state, if applicable. Along with your driver's license and social security cards. See below to securely upload your 2023 returns, driver’s licenses, and social security cards.

4. Open the attached fillable Debit Authorization Form and fill out to tell us how to pay your $275 deposit that will be required before we start your return. This non-refundable deposit is not your return's total cost. However, it will apply to your total bill. Save and upload using your ShareFile account created below.

5. It is very critical you tell us when ALL 2024 info is uploaded. That is the point at which we will actually begin preparation. Therefore, when all [tax yr] has been uploaded NOTIFY US WITH AN EMAIL to JBS@PlanLLC.org. Your return goes into the queue when the DEPOSIT is paid AND we get NOTIFICATION of all 2024 having been uploaded.

  • We cannot reserve your spot and begin your return until we have 1, 3 & 4 above.
  • Get 2 & 5 info to us as you receive and NOTIFY us when all has been UPLOADED. This is the point at which we begin your return.
  • If you have any questions or concerns, email, or call.

Click here to SECURELY upload files above by creating your ShareFile account OR fax to 785-354-1442.
(If do not get a receipt confirmation within 48 business hours call 785‐357‐7777).