Filing season starts January 23, 2023
2022 Tax Returns
The following steps will take you through a simple, online process to begin your income tax preparation.
1. Gather Your Tax Documents
Contact us for a consultation and quote by phone or e-mail.
2. Submit Forms To Get Started
You can provide your documents to us via:
a. E-mail.
b. We can pick-up documents at your home or public location convenient to us.
c. You can mail your documents to us.
d. We are flexible in how you want to deliver your documents.
We will review your information and contact you regarding open items, if necessary.
3. Tax Preparation Begins
Once all required documents have been received, your tax preparation will begin. Please make sure we have your preferred email address and phone number for timely communication throughout the tax preparation process.
4. Review, Finalize & Approve
Once tax returns are ready for review, we send a secure draft copy via email. We will request a detailed review of all name(s), address(s), identification number(s) and reported tax return information before approval to e-file. If changes are requested, an updated email with final returns will be emailed for final approval.
If you have questions or comments regarding your returns, you can call, schedule a detailed review of your taxes via remote meeting, if needed. We want you to understand your tax returns and feel comfortable about the information being filed.
5. Pay, Sign & Deliver
Once you review and approve your tax returns, complete these final 3 steps and you are all set:
We will notify you after e-filing your returns whether your returns have been acknowledged, received & accepted by the appropriate tax agencies.
Our price is based upon information initially provided to us. Actual fees may vary as circumstances change. We will communicate changes in fees before continuing with tax work.