Our Process
Our firm fulfills your tax and accounting needs with our best-in-class, full-service tax and accounting cloud software no matter where you are in the world. All you need is your cell phone 📱 and e-mail 📧. Our proven 6-step process is streamlined to help deliver the best possible customer experience.
01
Upload Documents
02
Sign Engagement Letter
When we receive your tax documents, we will send you an engagement letter within 48 business hours. Carefully review the engagement letter that will indicate the tax filing fees and our company's tax filing policies and e-sign (via Adobe Sign). If you have not received our engagement letter or confirmation after 48 business hours, please contact us.
03
Submit Payment
After signing the engagement letter, payment needs to be submitted within 48 hours. We begin processing your tax forms once payment is received.
04
Our team reviews your docs
In most cases our team will complete your tax return within 7-10 days after payment is received. Due to special circumstances and volume of clients the processing time may take up to 14 days. During this time we may reach out to you if we need more information or clarification regarding your documents.
05
Review and e-sign
After we complete your tax return, it will be sent to you for review and e-sign. Carefully review all personal information (name, SSN, address, birthday, etc.) to ensure accuracy. Once you have e-signed, the system will e-mail you a copy of the signed tax return.
06
Smile! Tax return is done!
After you've e-signed your tax return, our team will e-file (electronically submit) your tax return to IRS (Internal Revenue Service) and State (State Taxation Bureau). Once the tax return is successfully submitted, we will e-mail you an encrypted final copy of your tax return & electronic submission certificate (e-file confirmation) within 48 hours.
