Tax Preparation & Planning Process
Know Where You Stand Every Step of the Way
Step 1
Getting Started with Tax Preparation Services
Welcome! We’re excited to connect and explore how our tax preparation services can help you. Whether you found us through a referral or online, we’re here to make your tax process seamless.
Step 2
Flexible Introductory Meeting Options
Meet with us in person, online, or over the phone. We’ll work around your schedule to make it convenient for you.
Step 3
Personalized Tax Needs Assessment
This step focuses on understanding your specific tax needs. We’ll discuss your goals and provide a customized proposal for our services.
Step 4
Easy Onboarding through Your Client Portal
Once you're ready to proceed, your Client Portal will be your one-stop shop for secure access to all documents, forms, and communication.
Step 5
Document Checklist for Efficient Tax Filing
Your Client Portal will contain a comprehensive checklist of documents we need. For new clients, it’s thorough; for returning clients, it’s tailored to your unique tax situation.
Step 6
Fast, Professional Tax Preparation and Review
We’ll review your documents and prepare your tax return within 10–15 business days, depending on complexity and time of year.
Step 7
Final Review and Tax Planning Insights
Before finalizing, we’ll address any outstanding questions and identify tax planning opportunities. After our review, we’ll confirm everything is ready for filing.
Step 8
Secure Delivery, E-Signature, and Invoicing
We’ll upload your tax return to your Client Portal for easy review and e-signature, and we’ll post any remaining invoices for our services.
Step 9
Tax Filing and Confirmation
We’ll submit your return to the IRS and/or state tax authorities, and confirm acceptance for your peace of mind.
Step 10
Year-Round Tax Support and Planning
We’ll check in quarterly before estimated tax payment due dates to provide updates on tax laws and discuss any planning opportunities. Plus, we’re always here for your questions throughout the year.