OUR PROCESS

INDIVIDUAL / BUSINESS TAX RETURN PREPARATION PROCESS
1. You will receive a new client contract to sign electronically.
2. Upon signing the contract you will receive via email a client organizer to help gather necessary information for your tax return preparation and filing.
3. Feel free to contact me anytime you have questions about any of the files I send your way. Try and fill them out to your best ability, and skip things that you don't know how to answer. If they are required for your tax return I will send a follow up email to inquire about those items.
4. Once your client organizer and supporting documents are receive from you, I will get started on your tax return.
5. Normally, I will send you an electronic invoice once the DRAFT of the return is complete, or on a monthly basis which ever is sooner. It will be easily paid electronically.
6. In most cases your tax return will be filed electronically, for which I will also email you an E-file Authorization form to E-sign.
In the case that your tax return can't be E-filed an original signature will be required. (ether in person, or by mailing me the original printed and signed document WITH BLACK OR BLUE INC.)

7. After Receiving the Confirmation from the IRS that your return has been received and accepted I will forward it to you for confirmation and your records.


DEPARTMENT OF REVENUE-WA EXCISE, SALES, USAGE TAX RETURNS PROCESS

Coming Soon... ...


ADVISING, CONSULTING - TAX PLANNING & TAX RESEARCH PROCESS 

Coming Soon... ...


ENTITY ORGANIZATION SERVICES PROCESS

Coming Soon... ...


Just like all projects are uniquely different so is the process that it takes to complete them. Therefore, the above outlined process is used in most cases but not all. A unique and custom approach is used to carry out the projects that require it.