Our Tax Preparation Process For Existing Clients Is Outlined Below
We've Made Changes To Our Tax Preparation Process For Existing Clients
Our New Process Has 11 Steps That Are Outlined Below
Step #1 - Tax Engagement Letter
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Timing. You will receive an engagement letter in late January outlining our new process.
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Custom Fees. The letter includes the fees to prepare your return this year.
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Our fees have changed according to the following fee schedule.
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Depending on the circumstances, we offer discounts for clients who work with us on financial planning and/or investment management.​​​​
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Document List. The letter will include a list of the documents we will need to prepare your tax returns.
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Next Steps. After you confirm you would like to proceed, we will move forward with the steps below.
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Step #2 - (Optional) Check-In
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Check-In. If there are been any significant changes to your financial or tax situation, please schedule a quick check-in, so we can discuss.
Step #3 - eSign Client Agreement
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eSigning Client Agreement. After confirming you would like to move forward, we will send you a client agreement to sign electronically.
Step #4 - Upload Documents
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Current-Year Tax Documents. You will upload all of your tax documents (W2, 1099s, K-1s, etc.) to our secure document VAULT.​
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Reference Engagement Letter. Your engagement letter will include a list of documents you will likely need to provide.​​​​
Step #5 - Draft Tax Return
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Draft Tax Return. We start drafting your tax returns.
Step #6 - Follow-Up Questions
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Questions. We will reach out to you with follow-up questions.
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Additional Documents. We may request additional documents from you.
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Back-And-Forth. Depending on the situation, there can multiple rounds of follow-up.
Step #7 - Review Call
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Review Call. Before finalizing your returns, we will have a brief review call with you.
Step #8 - Signing & Filing
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eSign Return. After reviewing your return, we will send it to you to sign electronically.
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Filing. Your return will be filed electronically.
Step #9 - Pay Fee
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Pay Fee. After your returns are filed and accepted, we will send you an electronic invoice for our fees. You can pay the invoice electronically.​
Step #10 - Follow-Up On Refund
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Follow-Up. We will follow-up with you to make sure you receive your refund (if applicable).
Step #11 - Beyond Tax Prep: Take Charge Of The Rest Of Your Financial Life
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Beyond Tax Prep: Take Charge Of The Rest Of Your Financial Life. We also offer financial planning and investment management, because we know that it is important for all aspects of your finances to work together.
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Learn More. You can learn more about our other services by clicking the links below. You can also go ahead and schedule another meeting to discuss your larger financial picture.
