Virtual Tax Prep Process
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Upload Tax Documents
Upload tax documents to secure portal at least 48 hours prior to your appointment:
Book appointment to discuss specific issues and obtain quote.
Once tax information is received, we will send an Engagement Letter for your signature and payment prior to working on your return. A 50% deposit is due at time of engagement. The reaming 50% is due prior to submission to the IRS/State Agencies. Please be advised we will not file your return prior to receiving payment.
Review of tax return and submission to tax authorities.