Each client, whether individual, LLC, S Corp, C Corp, Non-Profit, or Trust, is assigned a liaison to initiate the preparation process and to close out the filing process:

1. The liaison gathers the client’s registration information (name, address, email, phone, etc.) 
   
   
2. The liaison then provides a portal link via Intuit Link email for the client (client creates their own password for access) to upload the last two years of returns.
   
   
3. Upon reviewing the prior year’s returns (assuming the same facts are relevant again this year), we will provide an engagement letter detailing the price for this year’s returns, our obligations as the preparers, and your obligations as the client. The engagement letter is uploaded into the portal. If you agree to the terms, you will sign and upload the signed engagement letter into the portal. I will print, sign, and upload a completed copy for your records, and then we will begin the preparation process (No work will begin until we have an engagement letter signed by BOTH parties).
   
   
4. The liaison then provides a date and time for the client and I to review the compilation returns (review meeting)
   
   
5. You must then upload your source documents, including W-2s, W-2s, 1099 Forms, K-1 Forms, Profit and Loss statements, Balance Sheets, and Trial Balance, Forms into the portal, and we will begin the preparation process. As well as any expenses that may reduce your taxable income, such as charity, medical, taxes, or interest paid for the calendar year. Then we will compile the information in accordance to the current tax law into a preliminary return.
   
   
6. When the preliminary return is put together, this copy is provided by the liaison to the client in their portal. Once the client reviews the preliminary returns, the review meeting takes place.
   
   
7. During the review meeting, if the returns are in line with the compliance facts, they can be finalized. However, if there are items that need to be changed, we can make the necessary changes and upload the changed version within 24 to 48 hours.
   
   
8. Before closing out the DocuSign, the liaison will work to make sure bank accounts are correct for refunds you are to receive or withdrawals for money owed.
   
   
9. Once you give the thumbs up, the liaison will upload the final DOCUSIGN copy for your signature for the IRS and State copies of the filings (a final copy of the returns is included in the portal and in the DOCUSIGN as well).
   
   
10. Upon filing with each tax jurisdiction, the liaison will upload the filing confirmation receipt into your portal so you have a record of the filing date and time in your records within 24 to 48 hours of the actual filing.