Tax Preparation Process

1Gather Your Reciepts

Gather Your Receipts

Which receipts you'll need to provide depends on whether you itemize your deductions or claim the standard deduction. You'll want to choose whichever produces the greater write-off, but the only way to know for sure is to add up your itemized deductions and compare that with your standard deduction. In 2020, for example, the standard deduction for single taxpayers is $12,400; for married couples filing jointly, it's $24,800.
2Create a Tax Checklist

Create a Tax Checklist

When filing your taxes, you need to make sure you have all the forms and documents you need. It’s a lot less stressful to gather your info before you start. Financial information from the last year of your life needs to be gathered and analyzed to make certain that the taxes paid are accurate and on time. A tax preparation checklist is an efficient way of making sure you have all the necessary documents needed to file your taxes accurately and completely. Working through this list will provide you with a simple process to retrieve all the necessary documents and information for compiling your tax return. As you go through, check off each set of materials once you have recovered and reviewed them. You can then pass this information on to your tax advisor using the final form field provided, making the process easier for everyone. A tax preparation checklist covers most issues common to many filers, but taxes are different for each person. Be prepared to tailor the checklist to your situation.
3Gather Your Documents

Gather Your Documents

By the end of January, you should have received all the various tax documents that you need from your employer or employers, as well as from banks, brokerage firms, and others with whom you do business.
4Find a Copy of Last Year’s Return

Find a Copy of Last Year’s Return

If you use the same preparer that you used last year, they are likely to have your previous information. If you use a new preparer, last year’s return can serve as a reminder to the preparer—and you—of some items you don’t want to overlook.
5List Your Personal Information

List Your Personal Information

You probably know your Social Security number, but do you know the Social Security number of each dependent you claim? You'll want to jot those down, along with any other information your tax preparer is likely to need.
6Schedule An Appointment

Schedule An Appointment

The sooner you meet with your preparer, the sooner you should be able to complete your return (even if you decide to file for an extension, as discussed later). If you anticipate a refund, you'll get that sooner, too. If you wait too long to schedule an appointment with a tax preparer, it might not happen before April 15, and you could miss out on opportunities to lower your tax bill.

Tax Service Process

We believe that filing your US tax return should be easy and painless, no matter where you are in the world. That’s why we’ve developed a proprietary process that works with all U.S. tax filers. Our proven method allows you to have your taxes securely and effectively done by one of our Actuaries from the comfort of your own home our while you are at work.


Schedule a consultation

Once you contact to us we will arrange a time to speak.

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Collect initial client information

Our quote questionnaire asks a few questions to understand your tax needs.

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Create a secure collaboration space

Client is given a link to a 256-bit encrypted shared folder to upload information.

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Send us your tax information

Our quote questionnaire asks a few questions to understand your tax needs.

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Analyze and prepare your tax return

We help minimize tax debt and maxmize tax returns, quickly and easily.

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Consult and review your tax return

We will make any necessary changes and answer any additional questions.

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Your tax return is submitted

We will e-file the return or provide instructions to mail the return to the IRS.

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Receive your tax deposit

Your refund is direct deposited into your bank account or a check is mailed.

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