Ultimately, all income tax planning strategies are realized through the tax return. The following summarizes the process for preparing this key deliverable.
The Process (100% digital / online):
Click here to schedule our online video meeting or phone call
I will answer your questions, discuss fees
Engagement letter emailed
Securely upload your documents (scan, photograph, mail)
I will finalize your deliverable / tax return
You review deliverable / tax return, pay fees
You approve or digitally sign deliverable / tax return before finalization
