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 December with year-end action items and deadlines
- Custom Checklist tells you what we need
INDIVIDUAL Tax Preparation Organizers -
- Provided in January with overview of the Tax Season deadlines
- Custom Questionnaire, the Heart of the Organizer with a Yes/No Format that drives your data collection list
- Custom Worksheets as needed
In our continuing effort to be as paperless as possible, 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!