Tax Preparation Process
Our tax preparation process is designed to be secure, convenient, and easy to follow. Most returns can be completed entirely online through our secure client portal, with meetings available when needed.
Following the process below helps us prepare your return accurately and efficiently while keeping your personal and financial information secure.
Ā Submit Your Documents
Upload your tax documents securely through our Client Tax Portal. Weā€™ll review everything and let you know if anything else is needed.
Tax Preparation & Payment
Once we have everything needed, weā€™ll prepare your return and notify you when it is complete and ready for payment.
Review, Sign & File
After payment, review your completed return, sign the required forms, and weā€™ll electronically file it on your behalf.
Submit Your Documents
- Upload your tax documents and supporting information to ourĀ secure client tax portal.
- Your tax professional will review your documents and contact you if anything is missing or additional information is needed.
- Please respond to any open questions or document requests as soon as possible to avoid delays in preparing your return.
Tax Preparation & Review
- Once we have the information needed to prepare your return, we will begin the tax preparation process.
- If additional questions or documentation are needed during preparation, we will contact you through the client portal.
- Once your return is complete, you will be notified that it is ready and your tax preparation invoice will be due.
Review, Sign & File
- After payment is received, you will receive access to securely review your completed tax return.
- Let us know if you have any questions or believe something needs to be corrected.
- Electronically sign the required federal and state authorization forms.
- Once all required signatures are received, we will electronically file your return and provide confirmation when it has been accepted.
Your return will not be filed until payment has been received and all required signatures are complete.
Questions About Your Return
We want you to understand your tax return and feel comfortable with the information being filed. If you have questions after reviewing your return, please let us know. If needed, we can schedule a meeting to review the return with you in more detail.
Schedule Review Meeting