IMPORTANT DEADLINES

Non-Profit 990 Tax Returns
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Q2 2024 Estimated Payments & Tax Deadline

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FREQUENTLY ASKED QUESTIONS

Appointments can be scheduled using the Scheduling Tool under the Contact Page or by emailing info@charmedfs.com.

Yes, Charmed Financial Solutions utilizes a secure portal with Intuit to store and communicate tax information.  This requires each individual to have a personal login to access the upload portal and client information.  The website for the portal is prolink.intuit.com.

Returning clients will receive an email with the payment link for to pay the deposit and upload their information into the portal.  Once completed, you will receive an email that has the information for scheduling a return review.  For new clients, please schedule a tax consultation appointment on the Tax Services page under Services.

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