FOR RETURNING CLIENTS
Please request a 'Tax Organizer' which is a document designed to help you gather your tax information needed to prepare your income tax return. Please email
SUBMIT FORMS TO GET STARTED
You may email or send via postage mail. Please email documents to firstname.lastname@example.org. For mail
- Do Not Send Originals, Only Photo Copies. We strongly encourage the use of FedEx, UPS or proof of mailing method. Our mailing address is:
16933 Parthenia St. Suite 135
Northridge, CA 91343
Please email email@example.com to confirm receipt of email or mailed
To come into the office in person, please contact front desk directly at
Once all required documents have been received, your tax preparation will begin. Please make sure we have your preferred email address
and phone number for timely communication throughout the tax preparation process. If we are waiting on tax documents, you will be emailed every 7 days. We require all documents to be received by
March 31stst to guarantee timely filed returns.
REVIEW, FINALIZE & APPROVE
Once tax returns are ready for review, we send a secure copy via email. We will request a detailed review
of all name(s), address(s), identification number(s) and reported tax return information before approval
to efile. If changes are requested, an updated email with final returns will be emailed for final approval.
If you have questions or comments regarding your returns, you can email those directly by replying to the email containing your tax
return. We ALWAYS want you to understand your tax returns and feel 110% comfortable about the information being filed. Therefore, a 30 minute detailed review of your taxes via remote meeting or at
our Northridge location will be provided if necessary.
PAY, SIGN & DELIVER
Once you review and approve your tax returns, you are in the homestretch. Just complete these final 3 steps and you are all
- Pay tax prep fees can be paid
electronically via secured Merchant Service (Square) or call office office with credit card information. Full payment are required before efiling.
- Give me permission to e-file your taxes. I will provide your signed authorization forms (Form 8879) via secure email. This "Action
Required" packet will include your tax preparation engagement letter and e-file authorization forms for federal/state tax returns.
This email will be received AFTER CONFIRMATION of no additional changes. For joint filers, 2 emails will be provided that require separate electronic signatures for each
- Read, sign & date your Signature forms
no later than 3 days after you recieve your "Action Required" Signature email.
Within 3 days after e-filing, you will receive a confirmation email from our tax team advising you that your tax returns have been Acknowledged, Received & Accepted
from the appropriate tax agencies.