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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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