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Tax Return Preparation
Our 5 Step Process
Seamless, Secure and Efficient. All done electronically!
1
ORGANIZE
AN ONLINE TAX QUESTIONNAIRE
AND ORGANIZER IS USED TO SECURELY COLLECT TAX INFORMATION AND DOCUMENTS FROM YOU.
2
PREPARE
WE PREPARE YOUR TAX RETURN BASED ON INFORMATION PROVIDED. IF NECESSARY, WE WILL FOLLOW UP WITH QUESTIONS AND/OR REQUEST ADDITIONAL INFORMATION.
3
REVIEW
ONCE THE TAX RETURN IS COMPLETED, WE SECURELY SEND IT TO YOU FOR REVIEW AND PROVIDE YOU WITH AN OPPORTUNITY TO ASK QUESTIONS.
4
SIGN
UPON YOUR FINAL APPROVAL OF THE TAX RETURN, WE ARRANGE
ELECTRONIC SIGNATURES WITH YOU.
FILE
FINALLY, WE ELECTRONICALLY FILE YOUR RETURN ON YOUR BEHALF AND CONFIRM ACCEPTANCE FROM EACH TAXING AUTHORITY.
5
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