Our New Virtual Process
How does the new process work?
You will receive an Engagement Letter based on your filing status and tax form filed. Our Engagement letters will define the objective and scope of work, what you can expect from us and what we expect from you.
Once the engagement letter is completed we will send you a tax organizer that will guide you through all documents we need to successfully file your return.
We will review and organize the documents received and schedule a virtual appointment with you to meet your tax accountant and go over any questions and concerns you may have.
We will also add you to our tax strategy email list so you can start receiving important updates. Please let us know if you rather not be added to the emails.
We will begin to prepare your tax return and maintain continuous communication with you as we may have additional questions for you.
We will deliver you a completed tax return via an electronic secure link. We expect you to review your return and we will schedule a follow up virtual meeting to go over it.
We do offer monthly packages that include future Tax Return filing in the future and much more.
If you are ready to proceed please let us know so we can get started.
Ready to get started now, sign your Engagement letter to jump start your tax return.
How does the new process work?
You will receive an Engagement Letter based on your filing status and tax form filed. Our Engagement letters will define the objective and scope of work, what you can expect from us and what we expect from you.
Once the engagement letter is completed we will send you a tax organizer that will guide you through all documents we need to successfully file your return.
We will review and organize the documents received and schedule a virtual appointment with you to meet your tax accountant and go over any questions and concerns you may have.
We will also add you to our tax strategy email list so you can start receiving important updates. Please let us know if you rather not be added to the emails.
We will begin to prepare your tax return and maintain continuous communication with you as we may have additional questions for you.
We will deliver you a completed tax return via an electronic secure link. We expect you to review your return and we will schedule a follow up virtual meeting to go over it.
We do offer monthly packages that include future Tax Return filing in the future and much more.
If you are ready to proceed please let us know so we can get started.
Ready to get started now, sign your Engagement letter to jump start your tax return.
Tax Preparation is a service that helps you file your tax returns. The main goal is to make sure your tax reporting complies with both federal and state tax laws.
The combination of planning and preparation is successful for both individual and business customers, guidance will be provided using a strategic planning process that will aid in the implementation the timing of income and expenses to mitigate your tax liability. Get started with tax preparation and planning and our accountants will:
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We use Intuit Accountant Link to send and receive tax communications and documents. This reduces your time spent and allow us to safely prepare your return virtually, saving valuable time.
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