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Our Process - 5 Simple Steps

Register
1. Register
Schedule your free 30 minute introductory phone consultation
2. Schedule your free 30 minute introductory phone consultation

We offer a 30 minute free introductory phone consultation to go over your case and how we can help you. We do ask you, however, to pay a $50 retainer towards your tax preparation fees.
Complete Tax Questionnaire
3. Complete Tax Questionnaire

BEST IN CLASS TAX QUESTIONNAIRE: Organized, simple to use, and interactive. Unlike other companies that would have you complete outdated PDF or Word documents, we have built a 'smart' TQ that works inside your browser.
Sign Electronic Engagement Letter
4. Sign Electronic
Engagement Letter
When we receive your documents we will analyze your situation and draft an electronic engagement letter.

This way the client is 100% aware of the job scope and total cost before we get started.
Sit Back While We Work
5. Sit Back While We Work
After you sign the engagement letter we begin work on 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.
Pay & Review Your Tax Return
6. Pay & Review Your Tax Return

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).

Frequently Asked Questions

1. Will I be able to contact my tax preparer?

2. What are the credentials of my tax preparer?

3. What is your standard turnaround time?

4. Does a supervisor review every prepared return?

5. Will you be able to e-file the return or will I have to mail it?

6. Do you offer discounts for long-term clients?

7. Can I do the entire process with you using the website & email?

8. Can I provide documents in their original language?

9. Do you also prepare non-US taxes?

10. Do you offer audit protection?

12. Will I have a chance to ask questions / make changes to my return after it is prepared?

13. Can you prepare my return after I move back to the U.S.?

19. Do you prepare non-personal returns (partnership, corporation, trust)?