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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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