TAX Preperation

Send us your tax documents securely online, and expert tax accountants will handle the rest. We’ll worry about your taxes, so you don’t have to!

Why Choose Bolmgren RetirePLAN?

Tax preparation software and other tax websites give you basic instructions and then expect you to spend hours working through the ins and outs of tax accounting. Of course the alternative, meeting with a CPA,  can be expensive.  We have the best of both worlds...Initiative Technology and Live Professionals!  At Bolmgren RetirePLAN,  you send your information to a Certified Public Accountant who prepares, files, and signs your tax return as the preparer so you know they're done right!

Step 1:  a Few Questions

Answer some basic questions to setup your secure online account.

Step 2: Send Us Your Documents

After you've answered some basic questions, we will send you a link upload tax documents to a secure online file folder.

Step 3: Payment

Pay online via credit card.  After which, you will be invited to schedule a 30 minute review call.

Step 4: Relax!

One of our expert Tax Experts will do your taxes for you!