START TAX PREP WITH YOUR CPA

START YOUR TAX PREPARATION WITH OUR OFFICE – FOLLOW THE PROCESS |STEPS BELOW:
VIRTUAL TAX PREPARATION: Make Your Tax Prep Appointment or Just Submit Your Documents To Us Using Our Online Tax Organizer and Secure Client Portal System. 
COMPLETE THE ONLINE TAX ORGANIZER: Get Started Online Right Now By Submit Your Documents To Us For Tax Preparation.
INDIVIDUAL PERSONAL TAX PREP CLIENTS: You Must Complete the Online Tax Organizer Prior to your Appointment. Your CPA will Follow Up with you Prior to starting  tax preparation services. Tax Prep Appointment Not Required.
BUSINESS & ESTATE | TRUST TAX PREP CLIENTS: Get Started Online using a Computer/Tablet. The PDF Tax Organizers and Secure Client Portal Link is not provide on our Mobile webpage.
BUSINESS & ESTATE | TRUST TAX PREP CLIENTS: Get Started Online Right Now. Your CPA will Follow Up with you promptly afterwards to confirm receipt and start your tax preparation services. Complete the appropriate Form-Fill Tax Organizer located Below and then Upload it to our Secure Client Portal using the Guest Exchange option. Include a Copy of Prior Year Business Tax Return. 
BUSINESS TAX RETURNS: If you have a CORPORATION or PARTNERSHIP: Make a Virtual Tax Prep Appointment and or Just Complete the Specified appropriate PDF Form-Fill TAX ORGANIZER Below then Upload it to our Secure Client Portal.
S-Corp Tax Organizer
Corporation Tax Organizer
LLC Tax Organizer
Partnership Tax Organizer 
INDIVIDUAL RETURNS WITH BUSINESS & RENTAL ACTIVITIES: SELF-EMPLOYED AND OR RENTAL PROPERTY/ROYALTY INCOME THIS ONLY APPLIES TO YOU: Clients that are SELF-EMPLOYED SCHEDULE C and or have SCHEDULE E RENTAL OR ROYALTY ACTIVITIES Must also Complete if able the appropriate additional FORM-FILL PDF TAX ORGANIZER Below then Upload it to our SECURE CLIENT PORTAL.
SELF EMPLOYMENT: If applies, Complete this additional worksheet: Self Employed Tax Organizer 
RENTAL ACTIVITY OR ROYALTY INCOME: If applies, Complete this additional worksheet Rental Property Tax Organizer
FOREIGN INCOME OR ASSET HOLDINGS: United States tax law requires United States citizens, Green Card holders and person’s who meet the U.S residency test to report their world wide income.  If you had financial assets located in a foreign country you must also report information about these assets. If you have income from a foreign country or you have financial assets in a foreign country, please complete our Foreign Income Tax Organizer .

 

If you have an ESTATE or TRUST: Make a Virtual Tax Prep Appointment and or Just Complete  the specified PDF Form-Fill TAX ORGANIZER Below then Upload it to our Secure Client Portal.  An Estate Tax Return is Filed for a Deceased Family Member. Our Fiduciary organizer applies to both Estates and Trusts.
Estate & Trust Tax Organizer

    NAPOLI TAX SERVICES LLC

    12 PENNS TRAIL

    NEWTOWN PA 18940

    Based in Newtown PA, a Phila PA suburb. Serving Clients in Phila Metro region and Nationwide.

    CALL OUR OFFICE

    215-995-0457