Our Tax Preparation Process: 5 Easy Steps


1. Sign Up as a new client.

2. Fill out the Tax Questionnaire and upload necessary tax documents (W2s, 1099s, etc.) to our secure server. If you prefer, you can email or fax them.

3. We will analyze your tax situation (requesting further information if necessary) and prepare the return. If needed we may arrange for a telephone conversation to clarify some details, or you can call or email us at any point during this process. This step takes up to 15 business days for most clients.

4. Once the draft of your tax return is ready, we place a PDF file in your secure file cabinet and email to let you know that it is ready.
By this point the payment for your tax return is due - you can pay it via Paypal or Google Checkout.

5. You review and sign an electronic approval form if e-file is used. If you are filing a paper copy, you mail it in or use our agent services. We file your tax return.

That's it - you are done with your US Tax filing this year and we welcome you back next year.