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 the link to your Tax Organizer in your Welcome Packet saved in your Client Portal in the Client Tools folder.

Properly label & upload all required documents to your Client Portal 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 Welcome Packet and via email.

You can schedule your Tax Return Review appointment 👉 HERE.

Appointments scheduled before documents are fully uploaded and properly labeled may be delayed or rescheduled.

Your tax preparer will call you during your scheduled appointment time to review your tax return.

You will receive an “Action Items” email outlining next steps:

• Pay any remaining balance due with Richard Colins

• Sign off on your tax return via your Client Portal.

• Pay any balances due to the IRS & State (if applicable), or otherwise wait for your refund.