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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

Tax Prep Process

Making Finances Simple. Changing Lives.
Below is a simple, step-by-step indication of what to expect when we prepare your income tax return.
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You Provide Tax Paperwork
Complete our Client Checklist & Applicable Worksheets, and provide with all tax forms/documents. Use our Secure File Transfer system... Email (Info@PeshkeFinancial.com)... or Fax (877-970-9401)

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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.

    Complete The Form Below to Message Us

    Upon receiving your submission, we'll contact you within 1 business day.
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    Please provide your phone number if you prefer a phone call response; and mention your preference in the comments below.
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CALL:
​(877) 970-9400
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FAX:
​(877) 970-9401
FREQUENT:
Home Page (Services)
Send Documents Securely
Pay Your Invoice
LICENSURE:
See Individual Profiles
LOCATIONS:
​Mission Viejo, CA
Meridian, ID


​​© 2023 Peshke Financial Inc., All rights reserved. NMLS #2244878. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It’s recommended that you consult with your own advisors for personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice.