{"id":450,"date":"2025-10-26T15:20:02","date_gmt":"2025-10-26T15:20:02","guid":{"rendered":"https:\/\/helencpa.com\/?page_id=450"},"modified":"2026-02-17T14:28:19","modified_gmt":"2026-02-17T14:28:19","slug":"procedures-2","status":"publish","type":"page","link":"https:\/\/helencpa.com\/index.php\/procedures-2\/","title":{"rendered":"Procedures"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tHome\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tServices\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tAbout\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tProcedures\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tCalendar\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tContact\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\tEndorsements\t\t\t\t\t<\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\t\t\t
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Procedures<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Simple Steps: fast, consistent, scalable\n<\/h3>\t\t\t\t<\/div>\n\t\t
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  1. Free 30-minute Consultation<\/b> via ZOOM or GOOGLE MEET<\/span><\/li>
  2. Secure Document Upload<\/b> to the Secure Client Portal<\/span><\/li>
  3. Strategic Analysis<\/b>: I perform deep tax thinking based on your sources data<\/span><\/li>
  4. Draft Review<\/b> for total transparency and discussion<\/span><\/li>
  5. Authorization: <\/b>you simply <\/span>upload your e-signed authorization<\/b> form<\/b> 8879<\/b> back to the secure portal after your verification and approval<\/span><\/li>
  6. Official Filing:<\/b> I will <\/span>e-file your return<\/b> directly to the Federal and State taxing authorities.\u00a0<\/span><\/li>
  7. Final Confirmation:<\/b> You will receive an <\/span>automated email notification<\/b> the moment your return has been <\/span>accepted<\/b> or <\/span>rejected<\/b> by the tax authorities.<\/span><\/li><\/ol>

    Our process is designed to make your tax filing efficient, secure and stress-free!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    Steps<\/div>\t\t\t
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    \n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tDon\u2019t Wait, Book Today!<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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    Checklist to help you to get start:\n<\/h3>\t\t\t\t<\/div>\n\t\t
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    \n\t\t\t\t\t\t\t\t\tPlease prepare and upload the following documents to the secure client portal:\n
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    1. Photo ID: Driver’s License or Passport<\/b><\/li>\n \t
    2. Social Security\u00a0number and Birthday for everyone on the return<\/b><\/li>\n \t
    3. Most recent federal and state tax returns<\/b><\/li>\n \t
    4. 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.)<\/b><\/li>\n \t
    5. Mortgage Interest 1098 and property tax statement\n \t
    6. Records of deductible expenses (Medical, Tution 1098-T, childcare, contributions to charities)<\/b><\/li>\n \t
    7. Health Insurance Info (1095-A, B or C)<\/b><\/li>\n \t
    8. Bank Account for direct deposit your refunds\u00a0( Is it Checking or Saving Account? )<\/b><\/li>\n<\/ol>\nIf you are unsure whether a document is needed, please upload it to the secure portal for review.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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      Documents<\/div>\t\t\t
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      Home Services About Procedures Calendar Contact Endorsements Procedures Simple Steps: fast, consistent, scalable Free 30-minute Consultation via ZOOM or GOOGLE […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-450","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/pages\/450","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/comments?post=450"}],"version-history":[{"count":133,"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/pages\/450\/revisions"}],"predecessor-version":[{"id":1696,"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/pages\/450\/revisions\/1696"}],"wp:attachment":[{"href":"https:\/\/helencpa.com\/index.php\/wp-json\/wp\/v2\/media?parent=450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}