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Tax Return Preparation Progress

  1. If you are new client, you may schedule an introduction call with us and receive a quote for your tax return. Click here to schedule a 15 mins introduction call.
     

  2. After confirming your tax return quote, you will receive an invitation from our tax software to set up an account online to access your digital tax organizer.
    Inside the tax organizer, you will see our engagement letter, tax questionnaires and document checklist.
     

  3. Upload your tax documents and note your questions inside the tax organizer if any.
     

  4. We will send your tax return draft and send a list of follow-up questions and missing documents. 
    Preparation time varies.
     

  5. Review your initial return draft and answer our questions and/or provide us the requested documents.
     

  6. We update your return and send you a final return draft for your review.
     

  7. Review your final return draft and sign the e-filing authorization forms digitally. 
     

  8. We e-file your tax return electronically. And your part is done!
    We will confirm that your returns are accepted by the IRS and the State. We will not send you any notification unless your return is rejected by the government agencies. 

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