Below is a simple, step-by-step indication of what to expect when we prepare your income tax return.

You Provide Tax Paperwork
Complete our Client Checklist & Applicable Worksheets, and provide with all tax forms/documents. Use our Secure File Transfer system... Email ([email protected])... or Fax (877-970-9401)

We Conduct 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.
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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.
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We Send 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. 
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You Authorize Filing
By paying your invoice & returning the signed forms, you provide your authorization for us to E-file your tax return.
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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.

Frequently Asked Questions

1. What do your Tax Prep services include?​
2. Will I miss out on anything by working remotely?
3. Will I get to review my return before it's filed?
4. Do you e-file returns?
5. What do you charge for isolated questions throughout the tax year?​​