Our Tax Process

Please familiarize yourself with our tax process.  We can finalize your tax returns completely online from the convenience of your home.



Please complete the Contact Us form.  We will contact you within 24 hours during business days.  We can then decide how to proceed, which may involve scheduling a new client consultation via email, phone, or video meeting, discussing your specific tax situation, or even granting you access to a secure portal to share your documents for one of our tax professionals to look over before a consultation.



The quality of your tax return and the timeliness of its preparation depend strongly on obtaining all your tax documents and information. Starting with information based on last year’s tax return, you can begin gathering your tax documents for this year.

A VALID email address is REQUIRED to begin tax preparation.   We will also require you to upload two forms of identification to your portal.

Tax Organizer REQUIRED –  We will provide all clients with a tax organizer to complete on your client portal.  Please complete the entire questionnaire portion.  This serves as your initial tax meeting with our preparers.  Please also upload the demographic section fully completed even if you are a returning client.

Client Engagement Agreement REQUIRED – The IRS ethical guidelines and our professional liability insurance require client engagement agreements.  A copy of the Engagement will be available in your portal.  Please upload a signed copy to your portal.

Client Consent to Use Agreement REQUIRED – The IRS ethical guidelines and our professional liability insurance require client engagement agreements.  A copy of the Consent to Use document will be available in your portal.  Please upload a signed copy to your portal.


Once all required documents have been received, your tax preparation will begin.  Please make sure we have your preferred email address and phone number for timely communication throughout the tax preparation process. Our new system will provide emailed updates as we move through each phase so you always know what is going on. 

Preparation & Internal Review of Your Return

Upon receiving all your documents, we will begin preparing your return and determine if there is any missing data or anything that needs clarification. The preparer will follow up with you on any questions.  Document and information requests will be emailed to you through your portal.  Please respond as soon as possible to preparer requests so that we can keep our processes moving for all of our clients.

Online Client Review

Once tax returns are ready for review, we will upload a copy to the secure client portal and send you an email with instructions requesting a detailed review of all name(s), address(es), identification number(s), and reported tax return information before approval to e-file. If changes are requested, an updated return will be uploaded to the portal for a final approval.

If you have questions or comments regarding your returns, you can email those directly to your tax preparer.  We ALWAYS want you to understand your tax returns and feel comfortable about the information being filed.  Therefore, a 30 minute detailed review of your taxes via phone or video meeting will be provided if requested.

Signatures & Payment Processed

Once you review and approve your tax returns, you are in the homestretch. Just complete these final two steps and you are all set!

    1. Pay tax prep fees electronically.  Full payment is required before e-filing.
    2. Give us permission to e-file your taxes signing the authorization forms that we provide through the secure portal and uploading them back to your portal.  Signed authorizations are required before e-filing.

Electronic Filing

Once we have received your e-file authorization forms back and payment for our services has been received, your tax return(s) will be e-filed.

Within 3 days after e-filing, you will receive a confirmation email from our team advising you that your tax returns have been acknowledged, received & accepted from the appropriate tax agencies.

*In the event your tax returns cannot be e-filed, we will contact you directly to make arrangements.

Access to Your Tax Returns & Tax Documents

Once the IRS and the State accept your e-filed tax returns, we will upload the FINAL copy of your tax returns to the secure client portal. We encourage you to download and keep your final returns in your records for 6 years.

At that point, our tax engagement with you is complete! If you are looking for additional help throughout the year, please contact us in regards to tax planning or tax consultation.

Paper Copies of Your Returns are available for an additional fee.  Pdf copies of your returns are provided as part of our service.