Tax Preparation Process
- You Provide Contact Info and Tax Documents
- Please submit your contact information using the contact us page.
- We will reply to you promptly.
- Gather your tax documents and reference the Tax Preparation Checklist.
- Email or mail your documents to us.
- We Perform Document Intake
- Once documents are received, we will contact you to perform a document intake and to request any missing information.
- You Supply Additional Information
- Once you gather the information requested, simply provide us with that information.
- Should questions arise, please call or email us at anytime and we will be happy to answer your questions.
- We Prepare Your Return and Provide You With A Completed Copy
- We will prepare your tax return.
- We will securely send a copy of your tax return to you for your review.
- We will send your Tax Prep Invoice at this time.
- We E-File
- After paying your invoice and confirming the information in your tax return is accurate, you will authorize us to electronically file the tax return on your behalf.
- If you opt for paper filing, we will send a paper copy of your tax return to you for you to sign and mail. We will include pre-addressed federal and state mailing envelopes for you.
WMF Strategic Planning
144 Spring Drive
Roswell, GA 30075
Please contact us with any and all questions you have. We look forward to serving you!