| Initial InterviewWe conduct an interview with you to gather information about your goals and seek to understand your unique tax situation.
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| Customized OrganizerWe send a customized organizer with specific questions related to you and a request to provide all necessary documentation, such as W-2s, 1099s, and other forms related to income and deductions.
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| Standard Engagement LetterWe will provide an Engagement Letter that outlines the Taxpayer Responsibilities and the Tax Preparer Responsibilities
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| Prior Return ReviewWe will review the prior year tax return to understand what has happenened in the past to make sure we have all the documents for the current year.
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| Current Year Document GatheringWe will gather your documents using our Secure Portal.
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| Individual Tax Document ReviewWe will review your standard documents such as your W2s and 1099s to make sure they are correct. We have seen issues with source documents being incorrect or requiring further explanation from a customer.
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| Document InputWe will enter the information provided by the client into tax preparation software to calculate the client's tax liability.
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| Tax Return Review of income and deductionsWe will will review the return for accuracy and completeness, and make any necessary changes or corrections.
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| Tax CalculationWe will compare your tax liability from the current year vs the prior year to determine the cause for any differences.
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| Tax Return AppointmentWe will show you every line of the tax return so that you understand how your tax liability was generated.
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| Federal & State Electronic FilingOnce the return has been reviewed and approved by you, we will file the return electronically, depending on the type of return.
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| Email SupportWe will offer follow-up services like answering basic questions regarding your tax return.
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| Audit InsuranceAll taxpayers that file their individual tax return with us have complete access to our expert tax audit defense team. In the unlikely event you receive a tax notice from the IRS or State, our Protection Plus audit defense team will provide up to $1,000,000 in services to find a resolution.
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| Next Year ProjectionWe will provide basic guidance on how to improve your results for the upcoming tax year. Including W4 withholding calculations.
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| Unique Situation ReviewWe will review your situation to identify specific deductions related to your job, industry, familiar status, and residence.
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| Tax Calculation ReviewWe will compare your tax liability from the current year vs the prior year to determine the cause for any differences.
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| Profit and Loss ReviewWe will look for any anomalies on your Income Statement such as missing income or expenses. If we spot anything missing we'll check with you to make sure its correct.
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| Payroll ReviewWe will review your W2s, W3, 1099s, 1096 to ensure they match the financial statements.
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| Bank Statement ReconciliationWe will review your bank account deposits, transfers, and withdrawals to make sure they are consistent with your financial statements.
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| Corporate Tax Document ReviewWe will review your standard documents such as your P&L Statement and Balance Sheet to make sure they are correct. We have seen issues with financial statements needing updates.
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