Our Tax Filing Process
When we reach out to you, we will give you a quote based on:
- your completed tax organizer
- your most recent tax return
- your filing requirements for this tax year
Upon your approval of our quote, you'll receive an engagement letter stating the services being provided.
*A nonrefundable retainer fee is required of all first time clients.
Preparation Process - This is where we will help guide you through gathering the necessary documents to support the filing of your tax return.
Finalization - You will receive a draft of the completed tax return so we can review it and address any questions you may have.
After you receive the final invoice, and it has been paid in full, we will submit the completed tax return on your behalf.