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- Accounting: Begins with your books.
  You must Know Your Numbers to Improve Your Results. It all begins with a clean set of books.
- Taxes: Made Easy.
  Tax Preparing, Tax Planning, Tax Problems are NO Problem for Simplii. Let us help you.
- Consulting: The Secret to Profit Gains
  Every business is different and need unique strategies to be in place. The #1 Focus is to Know Your Numbers.
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(972) 525-0880 Schedule a Call

Welcome Back!

Let's Get You Ready To File Your Taxes Without Leaving Your Comfort Zone.
Thanks For Being A Valued Member of the Simplii Family!

Let's Catch Up On Any Changes From Prior Year...

STEP #1
Complete the questionnaire for us to set up your return. This is a change from prior years that is aimed towards streamlining the process and adding more security to your data. Let me know what you think when we catch up.

Full Name

Email

Cell phone number

Confirm Your Return Filing Status

SINGLE MARRIED FILING JOINTLY MARRIED FILING SEPERATELY HEAD OF HOUSEHOLD QUALIFYING WIDOW(ER) WITH DEPENDENT CHILDREN

Number of Dependents (Let me know if you have a new addition to your family)

Do you need to file any business returns

N/A PARTNERSHIP LLC/SMLLC LLP S CORP C CORP ESTATE I DON'T KNOW

Select all of the Income sources you will report

W2 Self-Employment Unemployment Income 1099 Misc Income Uber, Lift or Driving Service Income Rental Properties Interest &/or Dividends K-1 Income Foreign Investment Income Stock, Bonds, Mutual Funds Cryptocurrency Child Income

Select all of the Deductions and Credits that you will report

Mortgage Interest Property Taxes HSA, MSA Contribution Medical Expenses Sales Tax SE Tax Charity Donations Child Care Earned Income Credit Child Tax Credit Education Credit Receive 1st & 2nd Stimulus Receive 3rd Stimulus Receive Advanced Child Tax Credit Receive IRS Notices for Stimulus Payments or Advanced Child Tax Payments received

List any questions you have or provide any additional information that can be useful to know regarding your return.

Contact Us

Talk to Us — (972) 525-0880

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Services
- Accounting: Begins with your books.
  You must Know Your Numbers to Improve Your Results. It all begins with a clean set of books.
- Taxes: Made Easy.
  Tax Preparing, Tax Planning, Tax Problems are NO Problem for Simplii. Let us help you.
- Consulting: The Secret to Profit Gains
  Every business is different and need unique strategies to be in place. The #1 Focus is to Know Your Numbers.
Pricing