Step 1: Planning
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We obtain a signed engagement letter from you outlining your responsibilities, the tax services we will provide, our fees, and completion timetable.
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We provide you with a PBC (prepared by client) list of information needed.
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We review IRS requirements according to your particular situation.
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We define strategies to protect your exempt status and/or minimize your tax liability if you are required to file Form 990T and corresponding tax returns.
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You complete and provide us with PBC requested information.
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We create a file with all documents you provide to us.
Step 2: Preparation
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We capture information on specialized software.
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We prepare the tax returns according to federal/state law.
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We request additional information from you via email or phone call.
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We send draft tax returns for your inspection and approval.
Step 3: Completion
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With your authorization we either E-file the tax returns with the IRS/State or provide you hard-copies for your filing.
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We maintain an electronic file of the tax returns and copy of your information.
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You receive a copy of tax returns with all your original documents.
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