OUR PROCESS

• You will receive a new client contract and estimate to accept and sign electronically.
• We require an electronic deposit of $100 for all individual filers and $150 for Business Tax returns in order to be placed on the schedule, and to protect us from non-show clients.
• Upon signing the contract, accepting the estimate and placing a down payment you will receive via email a fillable client organizer to help gather necessary information for your tax return preparation and filing.

(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 emails to inquire about those items.)

• Once your client organizer and supporting documents are receive from you, I will get started on your tax return.
• Normally, I will send you an electronic invoice once the DRAFT of the return is complete, or on a monthly basis whichever is sooner. It will be easily paid electronically.
• 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 INK.)
  • Upon receipt of the signed E-file Authorization, when you approve the tax return, your tax return will be E-filed.
• 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.