INDIVIDUAL TAX FILING PROCESS

Here are key resources to guide you through planning, preparing, and filing your taxes:

STEP ONE:

New Client: Complete our New Client form to schedule a 15-30 minute complimentary assessment call so we can best understand your needs.

Returning Client: Before we can begin work on your individual tax return, all clients must:

• Review and sign an engagement letter sent electronically via Email

• Pay the required security deposit through the engagement letter platform

STEP TWO:

Once your engagement letter is signed and your deposit is paid, you will receive a link to your Individual Tax Organizer.

The Tax Organizer link is shared with you in your Welcome Packet and via email 

• This organizer collects essential personal, income, deduction, and tax-related information for the tax year and is designed to guide you in uploading the appropriate supporting documents

• Follow all instructions carefully and complete the organizer thoroughly and accurately to avoid delays

You must submit the organizer only after all required documents are uploaded

STEP THREE:

Based on your responses, the Tax Organizer will tell you which documents to upload. You’ll need to confirm in the Tax Organizer that your documents have been uploaded before submitting it.

• For all documents except the Expense Spreadsheets - Accepting PDFs Only: Our licensed software provided by Thomson Reuters is only compatible with PDFs. JPEGs and MAC files don’t load well; we cannot utilize the provided tools for it.

• For Expense Spreadsheets - Accepting Excel only. PDFs, MAC spreadsheets - Numbers and JPEGs do not function for reconciliation.

Follow the instructions below to relabel your documents in your Client Portal:

Label documents clearly using the following format:
TAX YEAR - TYPE OF FORM (as listed on checklist) - ISSUER/COMPANY INITIALS - TAXPAYER OR SPOUSE’S INITIALS (If document is joint, use “Joint” as the initials)

• Examples for John Smith & Katie Smith

• Example A: 2025 W2 BofA - JS

• Example B: 2025 Work Expenses Spreadsheet - KS 

• Example C: 2025 1098 JPMCB (JP Morgan Chase Bank) - JS

• Example D: 2025 1099 CONS Chase - Joint

STEP FOUR:

Once all required documents have been uploaded and properly labeled, you may schedule your appointment here:

All appointments take place via phone call. We have a strict cancellation policy well defined in all our initial correspondences with our clients upon the booking. All documents are to be uploaded prior to the scheduling of the appointment.

• During Tax Season (January - April 15): Your tax professional will reach out to you via phone call during your scheduled appointment time.

• During Off Season (April 15 - December): The calendar selection is only a placeholder that allows our team to begin reviewing and preparing your uploaded documents. It is not an appointment. Once your documents have been fully prepared, a team member will contact you to schedule an official appointment for discussion and adjustments with one of our professionals.

STEP FIVE:

After your review call with your tax professional, you will need to fully review your tax return before signing off. This step is essential to ensure that all information is accurate and complete.

Use our Post-Appointment Tax Return Checklist to go through common items taxpayers often overlook. This helps reduce errors and ensures you fully understand the contents of your return before authorizing e-filing.

STEP SIX:

Once you have completed your review, follow the Client Action Items email sent to you. These instructions will guide you on how to finalize your return, electronically sign required documents, and submit your payment.

Please pay your invoice using any of our accepted forms of payment below:

Thank you for taking your time to complete all these steps! We know the process may seem tedious but we assure you that it is for your benefit, making sure we claim every credit, take every deduction, and maximize all the available tax advantages you deserve. You will surely see the ROI from the processes we continue to invest into and refine year to year as we continue to work together. We look forward to our call!