How Our Process Works

1) Create an Account

• First create an account (this takes about 30 seconds). This will give you access to our Tax Questionnaire as well as your personal File Cabinet.

2) Submit Paperwork

• What We Need. In addition to the questionnaire we will need to see your W-2 or foreign income statement, any 1099's, 1098's, or K-1 forms, and your last filed US tax return.



• How To Get Documents To Us: The best way to submit your documents is by uploading them to your Personal File Cabinet. Once you upload the Questionnaire and all relevant documentation, hit the "All Files Uploaded, Please Start Work on my Return" button in the file cabinet. This will alert us that you are done; we`ll start work on your return.

3) Sign Electronic Engagement Letter

• When we receive your documents we will review them for completeness. If we have everything we need, we will draft an electronic engagement letter. This document describes the work you would like us to complete and specifies the cost for these services. This way the client is 100% aware of the job scope and its total cost.

4) Sit Back and Relax While We Work

• After you sign the engagement letter we will begin preparing your tax return. Our normal turnaround time is fifteen business days after you sign the engagement letter. If you have an urgent case - we can provide rush service, so please let us know.

5) Pay & review your tax return, we file it

• After your tax return is prepared, your payment is due. As soon as we receive payment (our system accepts all major credit cards) the draft of the return will automatically be posted in the File Cabinet.



• Once you confirm that you are happy with your return we will e-file it on your behalf. Please note that in certain cases the IRS does not allow e-filing (if that applies to you, we will provide instructions how you can mail it in to the IRS).