This is a step-by-step outline of our tax preparation process. If you wonder how we work, whether you’re a prospective client, a new client, or you’ve been with us for years, this post will explain everything!

This is a step-by-step explanation of our analog tax preparation process. It’s for folks who prefer to bring us their file on paper and opt out of using our secure online portal.

An extension will give you six extra months to file your federal tax return but it will NOT give you more time to pay what you owe. If we’re filing an extension for you, and you’re not confident that you’ll receive a refund, we encourage you to make an extension payment by the April deadline.

We use DocuSign to send completed returns to our clients and collect their electronic signatures. We find it to be a fast and efficient process but it isn’t especially intuitive if you’ve never used it. Read on for step-by-step instruction for downloading and signing your tax returns on DocuSign.

When you sign your tax returns, you’re telling us and the taxing agency that everything in the returns is correct and complete to the best of your knowledge. It’s important that you review the returns before you sign them. Read on for our suggestions of the most important items to check.