1. Secure Document Collection & Review
We gather your tax documents and share follow-up questions directly through our secure client portal.
This ensures your information is entirely complete and accurate before preparation begins.
2. Preparation & Final Review
Our experienced team prepares your tax return, followed by a rigorous final review by me personally to ensure every deduction, credit, and strategy is optimized.
3. Client Approval & Electronic Signature
Everything is managed seamlessly within your portal. We will upload a draft of your tax return along with the e-file authorization forms for your review.
Please note: We will not file a return without your signature.
4. Electronic Filing & Confirmation
Once you sign the authorization forms electronically, we will e-file your returns with the IRS and state agencies and email the filing confirmations directly to you for your records.
