WeConduct Initial Review Once completed, we'll contact you to let you know we've done our initial review and to provide written suggestions/advice, request missing info, etc.
You Supply Additional Requested Info Once you've gathered all info we've requested, simply provide us with that information. If any questions come up, you can call or email anytime and we'll be happy to respond ASAP.
WeSend Tax Return Draft We'll send you a secure, electronic copy of your draft tax return for review, along with your Fee Invoice & E-file Authorization forms.
YouAuthorize Filing By paying your invoice & returning the signed forms, you provide your authorization for us to E-file your tax return.
We Complete Tax Return Filing We'll E-file your tax return upon receiving your fee and signed E-file Authorization forms. You'll be sent a secure, electronic copy of your filed tax returns to keep with your records.