OUR PROCESS
We have designed a fast, reliable & affordable tax preparation process that is automated, efficient and secure. Why stress out over complicated question-and-answer tax software packages when credentialed tax preparers can do the work and bear the stress for you? Why make an appointment and visit a tax preparer’s office, or drop by a storefront office and wait in a loud and busy waiting room when we can help you from the safety and comfort of your home? Our process is simple and our pricing is affordable, reasonable and transparent.
Click on the “Get Started” tab, fill our information to complete the online registration.
Once you registered with us, you will instantly receive two welcome emails. The first email is from our office will contain link for you to activate your account. The second email contains a list of required documents and instructions on how to upload your documents.
Once you register with our company select the tax year and fill the basic tax questionnaire to gather your personal information which helps to initiate your tax return and required documents for tax preparation. We request you to fill the tax questionnaire with accurate information as we consider most of your information based on this questionnaire.
Follow the instructions in the welcome email and upload all of your documents to the client portal. Once you have uploaded all of your documents, follow the welcome email instructions by clicking on the button confirming that all of your documents have been uploaded. You will receive periodic reminders to upload your documents if you have submitted a questionnaire but not uploaded your documents
We will begin preparing your tax returns upon receipt of your documents. Our goal is to complete, and upload to the client portal, your draft tax returns for you to review within 24 hours.
We will provide your Tax summary and invoice. Up on your acceptance on tax summery and competition of payment we will share your tax documents for your review.
Once you have reviewed and approved your returns, we will e-file your tax returns. Please note that, depending on filing requirements, some tax returns may need to be paper filed.
Under normal circumstances, if you expect a tax refund, your refund will be credited to your bank account in 2-3 weeks (8-12 weeks for paper filed returns). If you owe any taxes, the payment will be deducted from your bank account on the payment date that was submitted with the return
NEED ANY HELP AT YOUR TAX SOLUTION?
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