Tax Return Preparation and Consulting Services

PROCESS

This is our process for Tax Preparation Services.

There are 3 methods we use to prepare taxes:

  1. Virtual Preparation
  2. Hybrid Preparation
  3. In Person Preparation

Virtual Preparation – With clients all over the globe this is our most popular option. After signing the engagement letter, we send you a link to our secure portal to set up an account for encrypted transmission of your documents and data. Simply log in and upload your documents from the comfort of your home. Our portal even has a secure app that allows you to simply snap photos with your phone and upload. We provide a convenient tax organizer for you to complete, which includes a means of you providing a copy of your driver’s license for your security. We then complete your return in communication with you. After providing a copy of your return to you and reviewing it we obtain your approval and transmit to the IRS electronically.

Hybrid Preparation – Some clients choose not to send documents via our secure portal. They might prefer to mail them to our secure P.O. Box or drop them off. We can accommodate several methods of receiving documents, all secure. Note, we cannot accept emailed documents or documents sent via text message as these communications are not secure.

In Person Preparation – You may visit us in our office, or under certain circumstances, we can visit you (additional fees may apply). We will review your documents and prepare your return.

Regardless of the method you choose, we must:

  • Obtain a signed engagement letter.
  • Verify your identity.
  • Obtain a Tax Organizer completed by you.
  • Complete your return(s) and provide you a copy. *
  • Review your return(s) with you and obtain your signature for filing.
  • File your return(s)

*We need to know if you prefer your tax return provided to you electronically (pdf file) or paper. When taxpayers request a paper return, we normally provide an electronic copy for review, then mail a paper copy after filing.

We were completing returns virtually long before Covid! We have decades of experience and ARE your tax experts.