We strive to make the tax preparation process as painless as possible for our clients, beginning with the Tax Preparation Organizers that we customize and provide to existing clients at year-end.
ENTITY Tax Preparation Organizers - - Provided in January with deadlines - Required Questionnaire ensures you provide complete data INDIVIDUAL Tax Preparation Organizers - - Provided in January with overview of the Tax Season deadlines - Required Questionnaire, that drives your data collection list - Custom Worksheets as needed We scan any paper documents you provide us into our Electronic Filing Cabinet as well as download outside electronic records on your behalf. We welcome documents delivered to us via our secure client portal access. All these electronic files become a permanent record of your backup data. We return the paper documents to you with your finalized Tax Return. New Incoming Clients can reference and download Organizer components (see below). Or we are happy to prepare a package for you - just ask!
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