IDL Financial Systems LLC
IDL Financial Systems LLC

¢lean $imple Tax

Preparation & Consulting

We prepare your tax forms and help minimize your tax bill, so you can relax and enjoy more of your money.

 

Tax Preparation Subscription

as low as $10.95 per month

 

Promo Code TY17SP1040

 

Subscription Plan

1040 Tax Prep Subscription

Professional tax preparation made convenient and affordable!

 

  • Subscription period runs annually from April 1 through March 31.
  • Your filing requirements at the time of filing will determine your actual tax preparation cost.
  • Subscription does not include taxes owed by the taxpayer(s).
  • Unpaid subscription balances will be due at the time of tax filing, along with any additional tax preparation costs incurred.
  • Subscription surpluses will be credited to your account, and your subscription will be prorated for the next subscription period.

Basic

$10.95/month

Federal Tax Return

1 State Tax Return

 

 

 

Unlimited Email Support

 

 

 

 

Client Portal with Money Skills Toolkit

Standard

$17.95/month

Federal Tax Return

1 State Tax Return

 

 

 

Unlimited Email Support

 

Chat Support January - April 

 

Client Portal with Money Skills Toolkit

 

Tax Records Archive

Deluxe

$34.95/month

Federal Tax Return

1 State Tax Return

1 City/Local Tax Return

 

Unlimited Email Support

 

Chat & Voice Support January - April

 

Client Portal with Money Skills toolkit

 

Tax Records Archive

IRS e-file provider e-file provider

Tax Forms We Service

Personal

1040

1040-A

1040-EZ

 

Supporting forms and schedules

 

State and Local

Business

Sole Proprietorship

Partnership

Corporation

Limited Liability

Non-Profit

 

State and Local

Employer

940

941

944

W-2 / W-3

1099-MISC / 1096

 

State and Local

Terms of Service

Identification Required

For verification and/or electronic filing purposes, you must provide a valid government-issued photo ID and social security card for yourself, and social security card for your spouse if you are married. You must also provide a valid social security card for each dependent you claim on your tax return.

Tax Preparation Fee

Your tax preparation fee is due at the time your tax return is prepared. We accept cash and checks (for in-person appointments only), online payments via our payment portal, and payments via bank products provided by our office (some products subject to approval).

Consultation Fee

A consultation fee will be charged for providing data entry and related consultation services if you decide not to file your tax return(s) with our office. The fee must be paid using the methods described above at the time your source documents are returned to you.

Preparing for Your Appointment

Click here to view a source document guide that will help us get you the largest refund legally allowed.

Discounts for Tax Clients

Book Now Discount

You schedule your tax preparation appointment online via our website. You get $10.00 off your tax preparation fees.

Returning Client Discount

You were our client the previous tax year. You get $15.00 off your current season tax preparation fees.

Tell-A-Friend

You tell an individual, family, or business about ¢lean $imple Tax, and they become a client. You get a $25 gift Visa or MasterCard.

 

IRS Links & Resources

Tax Calendar

View important tax reminders and instructions for Small Business and the Self-Employed.

 

View Tax Calendar

Refund Status

Provide your SSN/ITIN, filing status, and exact refund amount to get the processing status of your income tax refund.

 

Check Refund Status

Schedule Online 24/7

Use our online booking system to schedule your service appointments. Discounts offered on select services when you make your appointment online!

(click to schedule)

Pay Online 24/7

Make secure online payments from your computer or mobile device. Click on the PayPal icon below to begin.

(PayPal account not required)

News & Social Media

We keep you up to date about bookkeeping, finance, taxes & more! Read more

Get the Mobile App!

Notary Public (Ohio)

Contact Us

IDL Financial Systems LLC

175 S. 3rd St., Suite 200

Columbus, OH 43215

Map

Office Hours

by Appointment Only

Click Here to Schedule

(614) 476-9940

(614) 973-6037 Fax

info@IDLFinancialSystems.com

info@CleanSimpleBookkeeping.com

info@CleanSimpleTax.com

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