Procedures
Simple Steps: fast, consistent, scalable
- Free 30-minute Consultation via ZOOM or GOOGLE MEET
- Secure Document Upload to the Secure Client Portal
- Strategic Analysis: I perform deep tax thinking based on your sources data
- Draft Review for total transparency and discussion
- Authorization: you simply upload your e-signed authorization form 8879 back to the secure portal after your verification and approval
- Official Filing: I will e-file your return directly to the Federal and State taxing authorities.
- Final Confirmation: You will receive an automated email notification the moment your return has been accepted or rejected by the tax authorities.
Our process is designed to make your tax filing efficient, secure and stress-free!
Steps
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Checklist to help you to get start:
Please prepare and upload the following documents to the secure client portal:
- Photo ID: Driver’s License or Passport
- Social Security number and Birthday for everyone on the return
- Most recent federal and state tax returns
- Copies of documents reporting income to IRS (W-2,1099-INT, 1099-DIV, 1099-B (Brokage/Stock), 1099-NEC, 1099-K, 1099-R, SSA-1099 etc.)
- Mortgage Interest 1098 and property tax statement
- Records of deductible expenses (Medical, Tution 1098-T, childcare, contributions to charities)
- Health Insurance Info (1095-A, B or C)
- Bank Account for direct deposit your refunds ( Is it Checking or Saving Account? )
Documents
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