IDL Financial Systems LLC

Name: IDL Financial Systems LLC
Address: Online virtual meeting or in-person as needed, Columbus, Ohio
Rating: 5

5.0

(8) 8 reviews

Online virtual meeting or in-person as needed, Columbus, Ohio

Our Booking PolicyAppointment is required during business hours. You will receive a reminder email 48 hours before your appointment. You may reschedule or cancel anytime up until 24 hours before the scheduled time. Thank you for using our online scheduling system.

Services

¢$B Consultation

¢$B Software Training

Choose this service to schedule your software training sessions that are included in your ¢lean $imple Bookkeeping subscription. In this series, you will learn how to use accounting software to manage your business or household finances.

For your consultation or webinar appointment, your online access instructions will be provided where applicable.

For more information, visit www.CleanSimpleBookkeeping.com

¢$B Review & Forecast

D-I-Y Bookkeeping Tutorial

Choose this service to schedule a one-time session when you need answers to specific questions about your bookkeeping system, or when you need a bookkeeping software tutorial so you can get back to managing your business or household finances.

PREPAY WHEN YOU SCHEDULE YOUR APPOINTMENT AND GET 10% OFF!

Where applicable, your online access instructions will be provided prior to your appointment.

For more information, visit http://consulting.IDLFinancialSystems.com

¢$T Personal Income Tax

As part of the ¢lean $imple Tax package you selected, we'll prepare and file all required tax forms for your personal filing status.

If you are choosing the Married-Filing-Separate (MFS) tax preparation package, then provide your spouse's name when you schedule your appointment.

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 offered by our office (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.

For more information, visit www.CleanSimpleTax.com

Good to know

Pay online

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Reviews

8 reviews

Lexus
·
I had an outstanding experience with IDL Financial, thanks to my exceptional tax representative. She was an absolute delight to work with as she was very attentive to my needs, patient with my questions, and incredibly fast in getting my tax returns done. Her expertise and attention to detail truly shone through in the final product, and I couldn't have asked for better service. Overall, I highly recommend IDL Financial and my fantastic tax representative for anyone looking for a phenomenal tax preparation experience.
William and Latanzia Rose
·
Great Service as always, thank you!
Josephine Clark
·
This is my first time and I am extremely grateful.
GJG
·
Thank you, thank you as always. Everything is so smooth and professional. See you again next year.
Jamaal
·
Every time I work with IDL Financial I learn something new! I am truly grateful!
Nia
·
I’ve been getting my taxes done by IDL Financial Systems for 10+ years and the Clean Simple Tax system has never disappointed. Great Service. Quick Returns. Extremely Informative. 10/10 Recommend!