.jpg)
Our Process
Efficient as Possible
Step 1 - Purchase Package
Purchase a Package from the Pricing Tab
Or
Submit a Contact Us with Any Questions to Schedule a quick Phone Consultation
Step 2 - Invitation to Portal
An Invite to our secure Tax Portal will be submitted to the email used in purchasing the package.
Step 3 - Upload Files
Please Upload the Following:
Prior Tax Return
All Relevant Tax Forms
Any other questions/comments
Step 4 - Review of Documents
Our team will reach out with any open items or questions relating to the information provided and the information needed to provide a draft tax return for your review
Step 5 - Review of Return
You will have an opportunity to review and approve via e-signature of the draft return to ensure all of your questions have been addressed.
If needed, we can schedule a virtual call to review the tax return to receive your final approval
Step 6 - Submission
The respective returns will be submitted to the IRS and State Jurisdiction
We Kindly ask that you confirm when the requested payment or refund is reflected on your bank account to ensure no issues with filing.