Okay so we’ve got the information we need to start preparing your state and federal tax returns, here’s what we do from that point:

1. Review your information to obtain maximized deductions

• We will review your previous years return and submitted documents
• At this time, we may contact you for additional information

2. Prepare your federal and state tax return

• We will use proprietary software to prepare your tax return.
• We will notify you of a refund or amount owed after preparing your return.
• Both Federal and State returns will be submitted through e-file.
• We will then send you an email with the results and an invoice for services performed. You can pay your bill online if you like. We take most major credit cards, cash or use your PayPal account if you like.

3. Prepare the digital copy of your Personalized Tax Report

• Federal and State returns
• Make any recommendations for future tax years if requested.

4. Return all tax related items to you

• Personalized Tax Reports if requested – Email (Free) – Printed Copy ($10)
• Your original documents are delivered back to you through United States Postal Service