Our Process

Click on the “Get Started” tab, choose your client status, complete the online questionnaire, and click “Submit.”

After you press submit, you will instantly receive two welcome emails. The first email is from our Citrix ShareFile client portal and contains a link for you to activate your account. The second email contains a list of required documents and instructions on how to upload your documents.

Follow the instructions in the welcome email and upload all of your documents to the client portal. Once you have uploaded all of your documents, follow the welcome email instructions by clicking on the button confirming that all of your documents have been uploaded. You will receive periodic reminders to upload your documents if you have submitted a questionnaire but not uploaded your documents.

Once you have confirmed that ALL of your documents have been uploaded, within 48 hours we will send you an engagement letter and an invoice. The engagement letter requires signatures for both the taxpayer and spouse if you are filing as Married Filing Jointly.

Once you have signed the engagement letter and paid your invoice, we will begin preparing your tax returns. Our goal is to complete, and upload to the client portal, your draft tax returns for you to review within 72 hours. Preparation time may be prolonged if you have not provided appropriate supporting documentation to us, or if your returns are more complex than average.

Once you have reviewed and approved your returns, we will e-file your tax returns. Please note that, depending on filing requirements, some tax returns may need to be paper filed.

Under normal circumstances, if you expect a tax refund, your refund will be credited to your bank account in 2-3 weeks (8-12 weeks for paper filed returns). If you owe any taxes, the payment will be deducted from your bank account on the payment date that was submitted with the return.