Our Tax Preparation Procedure

1. Complete organizer packet

2. Data Entry

3. Review

4. Tracy approves and signs

5. Scan and make client copy

6. Call client for pickup

These are the standard steps for our tax filing process. Clients can expect to pick up their completed taxes in 2 to 4 weeks from document drop-off. New clients will need to provide returns from the previous two years. If you have any questions, please feel free to contact us, or refer to our Frequently Asked Questions.