Whenever possible, we favor electronic tax preparation and filing, because refunds are processed more quickly electronically. We also use a sophisticated tax program that allows us to file returns in all cities and states, so we can meet your needs wherever you (and your income) are. We scan and store all records electronically and securely so they’ll be easily accessible in case of an audit. Our File Exchange Portal is very secure and uses the same security standards as banks do.
Step 1: Planning
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Initial meeting.
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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 Tax Organizer to collect your information.
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We review IRS requirements according to your particular situation.
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We define strategies to minimize your tax liability.
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You complete and provide us with the Tax Organizer and backup documentation as requested.
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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, phone call or File Exchange Portal.
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We send a draft copy, via our portal, for your review 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 hard or electronic copy of tax returns with all your original documents.
Our Services
