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Tax Planning & Consulting
Year-round proactive tax planning to stay compliant and reduce your overall tax liability.
Service Description
Proper planning to manage tax obligations needs to be a priority throughout the year, not simply at tax time. No matter how complicated or simple your taxes may seem, we partner with our clients to develop a proactive tax planning approach. We aim to produce compliant financial records and reduce overall tax liabilities.
Cancellation Policy
Individual Tax Preparation (100% Online) – Process Overview Electronic Acknowledgement of Initial Terms & Conditions Before onboarding begins, clients must electronically acknowledge the Initial Terms & Conditions / Service Agreement as part of the website intake form. This acknowledgement confirms that the client understands the service process, scope, pricing structure, communication expectations, and limitations of the engagement. The acknowledgement should require the client to check an agreement box and provide an electronic signature before submitting the onboarding request. Initial Service Proposal & Online Onboarding Agreement (Website Version) Prepared By: Major CPA Tax & Accounting Services PLLC Prepared For: Client completing website intake form Date: Auto‑generated upon submission  About This Engagement Major CPA Tax & Accounting Services PLLC provides secure, fully online tax preparation services designed for convenience, efficiency, and professional CPA oversight. This Initial Service Proposal and Onboarding Agreement establishes the terms for beginning the onboarding process and the preparation of the client’s Individual Income Tax Return (Form 1040). Completion of the onboarding process allows Major CPA to evaluate your tax situation, gather required documentation, and begin preparation of your tax return. This agreement must be acknowledged electronically before services begin.