Our Process

 

First, the Initial consultation –

it’s free, so let’s chat!

 

Taxes & personal finances are uniquely intimate and we want you to be comfortable and confident in working with us. This is a general introductory call and opportunity for us to: get acquainted with your tax situation; get to know one another; answer any general questions about how our process works; and provide you with an initial quote.

 

Engagement letter

 

As a follow up to our consultation, we will email you a link to an electronic engagement letter detailing the scope of our services and the related fixed fee quote. To begin working on your account, you will need to electronically sign the engagement letter and then submit payment for your initial deposit via our secured link.

 

Create an account

 

Upon receipt of both your engagement letter and payment, we’ll send an email prompting you to create an account within our portal. A questionnaire will also be included to help us obtain some additional background information.

This portal provides end-to-end, bank level security of your personal data (i.e., 256-bit encrypted security) so you can rest assured that your tax data is safe. Through the portal, we will securely exchange any sensitive data files as well as communications containing sensitive data. For our review, we request that you upload a copy of your most recent tax return filed.

Data Gathering & Preparation

 

At this point your CPA may have some additional follow up questions and requests of tax data from you. We’ll reach out to you directly for any additional information or questions. Once all of the major financial data items have been received, we’ll get to work for you.

A tax return is typically completed within two weeks upon receipt of your final documents and a complete questionnaire.

 

Completion and client review

 

We will notify you when your return has been completed and upload a copy to our secure portal. You will now have the opportunity to review your tax return and ask any questions.

At this phase in the process, we request that you pay the remaining balance of your invoice. Once you approve the return, we’ll set it up for e-file. After paying your invoice and signing both the tax return and authorization for e-file, we’ll go ahead and e-file your return with the IRS.

For a few instances where taxpayers are not able to e-file, we’ll instruct you on how to properly submit your return to the IRS.