Tax Law Changes
Personal
Business
This process is kinda like taking a number at the deli. Once you've submitted your paperwork, you are in the queue, and we will reach out when it's your turn. If we need to be made aware of urgencies, don't hesitate to let us know. Additionally, we have new faces this year and are excited to introduce you to our new team members. The typical turnaround time is 1-3 weeks while we process and collect additional info as needed. Please remember to watch your inbox for requests from your preparer, along with instructions to schedule your review appointment.
We know everyone is eager to complete the process, and we are too! We appreciate your patience and the grace you give us in the meantime.
Step 3: Review with Your Tax Nerd, Sign & Pay
Once all information is received and processed, we will connect via telephone or Zoom video conference to review and answer any questions you have for your tax pro. This is your time! We love to answer any tax questions you throw at us, so please ask them all. During this call, we will also discuss a strategy for the current year to help you make sure there are no surprises for your next filing. If you should be paying quarterly taxes, we will ensure you have the due dates, amounts to pay, and instructions on submitting these.
We offer electronic signing. As you can imagine, security measures are in place to protect you. We use a robust system that will first verify your identity and then allow you to sign on your phone or computer. This year, we are offering the ability to pay through the client portal.