The engagement letter outlines the scope of our services, responsibilities, and fees. No work will begin until both the engagement letter is signed and the deposit is received. The deposit is non-refundable and will be applied toward your total tax preparation fee.

You can find your Welcome Packet & Tax Organizer in your Current tax year Google Business PBC folder.

Properly label & upload all required documents to your Business PBC folder based on your responses in the Tax Organizer. All documents must be uploaded before submitting your Tax Organizer.

You do not need to reach out to us — we receive an automatic notification once your tax organizer is completed and will begin working on your file accordingly

A link to your Client Progress Tracker will be shared with you in your Business PBC folder.

Once your tax returns are finalized, you will receive an “Action Items” email outlining next steps. You do not need to schedule your appointment; our team will send you a Google Meet invitation.

Review your finalized business tax returns before your scheduled meeting with Carlo.

Following your tax return review appointment, please complete the remaining items outlined in the final “Action Items” email:

• Electronically sign your business tax return documents via Adobe Sign

• Pay any remaining balance on your tax preparation invoice (if applicable)

• Pay any balance due to the IRS and/or applicable state taxing authorities