QWe prepare tax returns with precision, ensuring compliance and maximizing potential refunds while reducing risks.
Here’s a concise list outlining the steps:
Here’s a concise list outlining the steps:
- Create a final tax return package with e-filing confirmation for both federal and state
returns, and make it accessible to the client - Review tax documents and records uploaded by the client
- Prepare a list of required tax documents based on the client’s questionnaire, CPA
comments, and previous year’s returns. - Coordinate with the client for any additional needed information
- Prepare a draft tax return along with a talk-through video for review and suggestions
- Finalize the tax return after receiving CPA approval
- Present the final tax return to the client for review and approval
- Assemble a signature package for e-signature once the client approves the return
- Conduct final quality control and review before e-filing
- Provide federal and state tax payment or mailing instructions to the client