TAX PREPARATION ON BOARDING

Complete a series of questions that will allow us to give you a personalized estimate of how much your tax filing will cost.   

Be as accurate as possible—missing details can affect the final price.

FREE TAX PREP QUOTE*

*Omitting pertinent information will result in a price variances. 

 
$1 Million Tax Audit Defense 

After agreeing to the Free Tax Prep Quote, review the Tax Engagement Letter outlining the agreed terms, scope of work,  and conditions of the engagement.

Additionally items to review in Welcome Packet:

• Price Listing
• Registration Instructions
• ID.me IRS Portal
• Pay Your Tax Due

Schedule your onboarding meeting. During this session, we’ll walk you through the process, answer your questions, and make sure you know which documents to gather. Our goal is to help you feel confident and organized while we prepare your return accurately.

Schedule Tax Onboarding Meeting

Continue to monitor your emails and text messages.

Email: Admin@WilliamsAccTax.com

Phone: (678) 782-3369

Our  Intuit ProConnect Taxpayer portal allows you to upload sensitive documents to our tax filing software.

Check your email for a personalize and secure link.

*You must select SUBMIT when all documents are uploaded.

Start gathering your documents for your tax professional:

Driver's License

Social Security Number

Prior Year's Tax Returns

Download Onboarding Document

 If needed, you can also use the Schedule C and Schedule E worksheets included in your Welcome Packet 

Schedule C and E Worksheet

Streamline your tax preparation by self-organizing your income and expenses directly through this form. By completing it yourself, you ensure your records are accurately categorized and ready for your tax professional.

 Once your tax return is complete, we’ll send you an email with easy payment options—like credit card or pay‑with‑refund. That email will also include a link for you to schedule a convenient time to review your return with one of our tax professionals, who will walk you through your tax return and answer your questions.

Schedule Tax Off boarding Meeting

*Refer to the Tax Engagement Letter for more details.

Did you owe taxes?

Is your refund >$1000?

Would you like to lower your tax liability?

 As a special offer, we’re providing our Tax Plan for the current year with your 1040 individual filing for just $250—a big savings from the regular $559 price. (Business returns are not included.) You can visit our website anytime to learn more about our business tax planning, quarterly, and annual tax plans.

For Business Returns, review Tax Advisory &Planning Services.

And before you go, we’d love for you to share your experience with us by leaving a Google or Yelp review. Your feedback helps us grow and continue serving you better. Remember, Williams Accounting & Tax Services is here year‑round for all your tax, business, and accounting needs. Let’s get started today 

1. Leave us a review    Google      Yelp

2. Refer a friend or family to receive $50 per referral.

3. Follow us on all social media and YouTube @WilliamsAccTax