Below you'll see our tax preparation process from beginning to end:

1. 1. Schedule meeting or contact us to drop off documents to get started right away.

2. 2. Received and accept quote.

3. 3. Receive an invitation to setup your secure client portal.

4. 4. Fill out our electronic Tax Organizer by check your "To do" tab in your client portal.

5. 5. We begin preparing your return.

6. 6. Meet with your assigned tax preparer to discuss your questions and answer our questions after reviewing your completed Tax Organizer.

7. 7. We make updates and send any additional questions and to you via "Requests" under the "To do" tab in your client portal. 

8. 8. We upload your tax return to the client portal for review.

9. 9. You electronically sign your return and pay for the tax engagement via cash, check, Zelle, Venmo or CashApp.

10. 10. We submit your return and within 1-2 business days, we receive confirmation (or rejection notice) from the IRS and state and upload your final return.

11. 11. Once uploaded, you receive a notification that your return has been uploaded, as well as a completion email with details on what to do after filing.