© 2019 NELSON COMPANY PC

GENERAL OVERVIEW OF OUR TAX PREPARATION PROCESS
#Complete

Complete questionnaire &  organizers

#MeetwithJoanna

Meet with Tyler or Bob (optional)

#Upload

Upload, fax or mail documents

#Originaldocs

Original documents scanned for
portal posting

#Returnprep

Return preparation begins

#Draftposted

Preview copy and Form 8879 posted to portal

#Reviewdraft

Review return, notify if changes; sign Form 8879, pay invoice

#Returnfiled

Return e-filed

#Mail

Tax packet available
for pick up

CLICK THE BOXES FOR ADDITIONAL DETAIL

CLIENT

NELSON COMPANY

#SubmitSigned

Submit signed engagement letter

#Archivepost

Upon acceptance archive copy posted