Multi-State Tax
$75.00
If you earned income, operated, or were required to file in more than one state, additional state tax returns may be necessary. This applies to individuals, nonprofits, and businesses alike.
No meetings are required—just provide us with the necessary documents, and we’ll take care of the rest. However, if you prefer, we’re happy to meet with you on Zoom to discuss your filing needs.
Please book with us at https://calendly.com/tradeeer/tax-preparation if needed.
Here’s what we’ll need from you:
Income Records
W-2s, 1099s, or K-1s showing income earned in multiple states
Rental income statements for out-of-state properties
Business income reports by state, if available
Expense Documentation
Receipts or summaries of deductible expenses tied to each state
Business expenses, payroll records, or contractor payments by location
Property-related expenses for out-of-state real estate (maintenance, repairs, taxes, insurance, HOA fees)
Business or Activity Information
States where you conducted business, worked remotely, or had employees or contractors
Dates of activity in each state
Entity details (LLC, corporation, nonprofit, or sole proprietor)
Property Information (if applicable)
Property addresses by state
Purchase price and acquisition date
Depreciation schedules and improvement records
Sale or disposition details, if applicable
Personal or Entity Information
Social Security number or EIN
Prior-year federal and state tax returns
Any state notices or correspondence received
Additional Details (if applicable)
Remote work arrangements across state lines
Nexus-related information (inventory, offices, employees, or revenue thresholds)
Nonprofit registration or filing requirements by state
Once you book with us, you'll receive our tax organizer, which contains all the essential information. Our team will guide you through the process to ensure all eligible deductions are captured for maximum tax savings.
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Refund Policy
At tradeeer, we are committed to providing accurate and professional tax return preparation services. However, we understand that circumstances may arise where a refund is requested. Our refund policy is as follows:
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Full Refunds:
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A full refund will be issued if you decide to cancel our services before we begin preparing your tax return (That includes uploading your information into our portal).
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No Refunds:
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Once your tax return process has been started on, no refunds will be issued. This is due to the customized nature of our services and the time-intensive process of tax preparation.
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Revisions and Corrections:
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If there is an error on your tax return due to our oversight, we will correct it free of charge.
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If revisions are required due to incomplete or incorrect information provided by the client, additional fees may apply, but no refund will be issued.
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Exceptions:
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Refunds will not be issued for dissatisfaction related to the amount of taxes owed or refunds received, as these are determined by your tax situation and applicable laws, not by our service.
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If you have any questions or concerns regarding our refund policy, please contact us at support@tradeeer.com. We are here to ensure your satisfaction and a smooth tax filing experience.