Once you have completed the process to send us your documents please send us an email or give us a call to let us know you have finished sending your documents. If you miss a document or two no problem. However, if we have completed your returns and you decide you want to add additional information to them, we do charge of $45 to reopen and update your returns.

When we hear you have sent all your documents, we will review it to see what will need to be completed. We will then send you an invoice for your returns that you can pay online or by mailing a check. We will need at least 50% before we can start on your returns. You can also use the links on the right of this page to send us a payment and let us know you have uploaded your information.

STEP 5 

As we complete your returns we may have a question or two so watch your email. Once we have completed your returns we will contact you with the results. At this point we will need the rest of your payment. 

STEP 6

Next You will receive an email requesting an appointment to review your returns. It is your choice to either make an appointment to review your taxes online or in person. Either way you will receive an email sending you to our secure portal to access your returns. This way you can view your returns before our meeting and collect up your questions.

STEP 7

Once you are happy with your returns you will need to sign a statement to let us know you are ready. Click here for that form.

STEP 8

Once you sign, date and submit the above form you will receive an email confirming your returns have been e-filed.

That is it see you next year!

TO FIND OUT WHEN TO EXPECT YOUR REFUNDS CLICK HERE

If you have any questions or problems or if you get a wonderful letter from the government please contact us.