Our Tax Preparation Process

1. Get Started:

🌱New clients: Sign Up

🌳Existing clients: Sign In

You’ll be redirected to our secure client portal, where we collect your information and documents and deliver finalized products.

Once you’ve signed up, a tax professional will be assigned to you and will contact you within one business day.
Existing clients can continue working with the same tax professional.

2. Select the service you need and provide the necessary information
🔍📋

After accessing our system, your questionnaire will be waiting for you to complete it.

3. Fee quote & service agreement
💲📝

No waiting. Your assigned tax pro reviews your info within 24 hours and sends you an exact quote. No surprises.
Like what you see? Approve with one click. Need to chat first? Just reply.

4. Preparation, Draft, and Invoice
🧮🗂️💳

After we have all the necessary information, your tax professional will prepare a draft of your return within five business days (seven during peak seasons).

When your draft is ready, you will be notified to:

✅ Pay the invoice.
We accept credit cards, debit cards, and widely used payment methods worldwide through a major worldwide payment processor.

✅ Review your draft.
Your draft will become available for review as soon as the invoice is paid.
During this stage, feel free to ask any questions and communicate directly with your tax professional. They are here to assist you.

5. Review, Signature & filing
🧐📝📩 

Once you’ve reviewed, understood, and approved your draft, notify your tax professional. They will send the necessary signature requests.

We electronically file every eligible return at no additional cost. After filing, you’ll receive confirmation once your return has been accepted by the relevant tax authorities.

And that’s it! Until next year! … unless you need our assistance beforehand, in which case, don’t hesitate to reach out.