Our Process


Any bookkeeping, business or tax article contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor can it be used to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

Our process is derived from years of experience working in the field of taxes. To ensure that our clients are satisfied with the service that we are providing, we have polished our process by adding effective steps and removing those that are not. By doing so, we can ensure you that our tax return preparation process is reliable and secure. 

Here is our process to help you see how we operate to ensure that your taxes are made the right way!

1st Step Information Collection
Information Collection

The first step starts with an information request. As part of the process, you will have to upload all relevant tax documents on our secure information exchange platform. Your financial data's security is our number one priority, we only use the latest and safest platform to ensure that your data is aptly encrypted to keep it away from prying eyes.

2nd Step Information Evaluation
Information Evaluation

After you have provided us with the information requested from you in the previous step, our team will then diligently evaluate it and inform you if there is something missing or if we have any follow-up questions for you. If we happen to send you a follow-up email regarding your financial information, please revert back to us as soon as possible to prevent delayed processing and higher fees.

3rd Step Tax Return Preparation
Tax Return Preparation

In this step, our experienced Enrolled Agent will start working on your Tax Return.

4th Step Client Review
Client Review

Once your tax return has been completed, we will send you an electronic copy for your review. If there is something you would like to discuss about your tax return, you may send us an email to schedule a call and we will gladly pen you in our calendar to talk about the contents of your tax return.

5th Step E-File Authorization
E-File Authorization

You will receive an E-File authorization from us in order for our team to file for you. After you have placed your signature on the E-File authorization, you will need to send them back to us so we can finalize the electronic filing of your taxes.

6th Step Invoice Fulfillment
Invoice Fulfillment

Before we can finally E-File your returns, we will send you an invoice for the remainder of the bill for the service rendered. Please bear in mind that the invoice must be settled prior to us e-filing your tax return.

7th Step Filing your Tax Return
Filing your Tax Return

We would E-File your tax returns, and we would send you an E-File confirmation. If you have been satisfied with our services, we would appreciate it if you can share your experiences working with us on our Google Business Profile so we can continue providing high-quality service to other clients.

8th Step Subsequent Tax Advice & Consulting
Subsequent Tax Advice & Consulting

We will help you respond to routine tax authority inquiries at no additional cost. Additional fees will apply to subsequent consulting and tax advice.

9th Step Tax Planning Assessment
Tax Planning Assessment

Once the tax season has ended we can help you assess your taxes for the current year. We can also help you address other opportunities for improvement with your tax plan for the next season.

Let's Get You Started!