Tax Preparation Process
- You Provide Tax Paperwork
- We Initiate Interview
- Once complete, we will contact you to provide written suggestions and to request missing information.
- You Supply Requested 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 happily respond as soon as possible.
- We (Securely) Send Tax Return
- We will send a secure copy of your tax return to you for review.
- We will send your Fee Invoice at this time.
- You Authorize Filing
- By paying your invoice and confirming the information is accurate, you authorize us to complete your tax filing.
- Should any payment issues arise, please call or email us and we will be happy to work with you to ensure proper filing of your tax return(s).
- We Complete Tax Return Filing
- Upon receiving your fee and authorization, we will overnight your tax return to your home address.
- You will receive a secure, paper copy of your tax return with pre-addressed federal and state mailing envelopes included.
- You’ll receive one additional paper copy of your completed tax return to keep with your records.
Please contact us with any and all questions you have. We’re happy to assist you!