Tax Return Process « Nelson Company, P.C. | CPA and Business Consulting

Tax Return Process

General overview of our tax preparation process:

Client
  • 1a. Meet With Tyler or Ben
  • 1b. Complete Questionnaire & Organizers
  • 1c. Upload Documents to Your Portal
  • 1d. Fax or Snail-Mail Documents
  • 2. Submit Signed Engagement Letter
  • 6. Review Copy, Notify if Changes, Sign Form 8879, Pay Invoice
Nelson Company
  • 3. Original Documents Scanned for Portal Processing
  • 4. Return Preparation Begins
  • 5. Preview Copy and Form 8879 Posted to Portal
  • 7. Return E-Filed
  • 8. Upon Acceptance, Archive Copy Posted
  • 9. Tax Packet Available for Pickup