Tax Preparation
What to Expect
This is your annual financial check-up no drama, no emergencies. Just expert tax filing and clear financial diagnostics to help you, whether you’re a first-time homebuyer, rental income owner, or small business owner, understand exactly where you stand. We get your taxes filed right the first time and give you the clarity you need to move confidently toward your bigger financial goals. What’s Included: -Federal 1040 tax return -Schedule C or Schedule E (1 property) -Rental income & expense categorization -Basic business reporting (if applicable) -Up to 2 states included -Tax Diagnostics Report™ (refund/owe breakdown + trend analysis) -Homeowner & Rental Tax Opportunities Checklist™ -Financial Health Snapshot (your lead-in to retainer)
Cancellation Policy
1. Booking & Payment To secure your Tax Prep appointment, full payment is required at the time of booking. Appointments are confirmed once payment is received. 2. Required Documents All tax documents and requested information must be uploaded to your secure client portal at least 48 hours before your scheduled session. This ensures we have everything needed for an accurate and efficient filing. 3. Rescheduling & Cancellations You may reschedule your appointment up to 24 hours in advance with no penalty. Cancellations made less than 24 hours before your appointment are non-refundable but can be credited toward a future service within the same tax year. 4. No-Show Policy If you miss your scheduled appointment without notice, your payment is non-refundable and a new booking will be required for future service. 5. Timely Communication To provide the best experience, we ask that you respond promptly to any requests for additional information or clarification. Delays in communication may impact your filing timeline. 6. Results Timeline Your Tax Diagnostics Report™ and completed filing will be delivered within ~1–2 business days after your appointment, provided all documents and information are received on time.
Contact Details
United States
+18334283057
support@incomecareunit.com
8050 Gables Commons Drive, Orlando, FL, USA
+18334283057
support@incomecareunit.com