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To streamline tax onboarding process, please watch the video and follow the instructions below:
1. Request a free tax quote
2. Review the agreement & engagement letter
3. Gather documents
4. Register on our secure online portal.
5. Download Slack communication tool.
6. Off board
7. Tax Planning
8. Leave us a Yelp & Google Review
Complete a series of questions that will allow us to give you a personalized estimate of how much your tax filing will cost.
Omitting pertinent information will result in a price variances.
After agreeing to the Free Tax Quote, you'll receive a written communication from our office outlining the agreed terms, scope of work, and conditions of the engagement.
Start gathering your documents for your tax professional:
Driver's License
Social Security Number
Prior 2 Years Tax Returns
Our ATAX portal allow you to upload senstive documents to our tax filing software.
Portal ID: XHST2QPD
We understand you're busy with work and the family. Therefore, an onboarding call is optional this seaon.
Instead, we will be utilizing a dedicated SLACK channel for you to communicate with us directly. Also, continue to monitor your emails and text messages.
We will notify you when your return is ready and coordinate a time to schedule a complete review of your tax return Virtually or In-Office.
In the meantime, you will receive an invoice via Quickbooks Online.
Your invoice is required to be paid before transmitting to the IRS.
*We do not deduct fees from tax refunds.
Did you owe taxes?
Is your refund >$1000?
Would you like to lower your tax liability?
For an additional fee of $150, you may request a tax plan for the current year.*
*W2 /1099 returns only
For Business Returns, review our Tax Planning Services.
Our Tax Preparation Course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice to ensure you serve your clients with the highest quality.
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