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Our Process

Efficient as Possible

Step 1 - Purchase Package

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Purchase a Package from the Pricing Tab

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Submit a Contact Us with Any Questions to Schedule a quick Phone Consultation

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Step 2 - Invitation to Portal

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An Invite to our secure Tax Portal will be submitted to the email used in purchasing the package.

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Step 3 - Upload Files

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Please Upload the Following:

Prior Tax Return

All Relevant Tax Forms

Any other questions/comments

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Step 4 - Review of Documents

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Our  team will reach out  with any open items or questions relating to the information provided and the information needed to provide a draft tax return for your review 

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Step 5 - Review of Return

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You will have an opportunity to review and approve via e-signature of the draft return to ensure all of your questions have been addressed.

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If needed, we can schedule a virtual call to review the tax return to receive your final approval

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Step 6 - Submission

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The respective returns will be submitted to the IRS and State Jurisdiction

 

We Kindly ask that you confirm when the requested payment or refund is reflected on your bank account to ensure no issues with filing. 

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