Tax Return Preparation

Our 5 Step Process

Seamless, Secure and Efficient. All done electronically!

1

ORGANIZE 

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AN ONLINE TAX QUESTIONNAIRE 

AND ORGANIZER IS USED TO SECURELY COLLECT TAX INFORMATION AND DOCUMENTS FROM YOU.

2

PREPARE

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WE PREPARE YOUR TAX RETURN BASED ON INFORMATION PROVIDED. IF NECESSARY, WE WILL FOLLOW UP WITH QUESTIONS AND/OR REQUEST ADDITIONAL INFORMATION.

3

REVIEW

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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

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UPON YOUR FINAL APPROVAL OF THE TAX RETURN, WE ARRANGE 

ELECTRONIC SIGNATURES WITH YOU.

FILE

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FINALLY, WE ELECTRONICALLY FILE YOUR RETURN ON YOUR BEHALF AND CONFIRM ACCEPTANCE FROM EACH TAXING AUTHORITY.

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