Please note that we are happy to explain any items on your tax return, however, if you have in-depth questions regarding the principles of taxation (ie: how to calculate employee stock transactions, or the rules of alternative minimum taxation) we will bill you for consulting time ($160/hour).
If you agree with the preview copy, please let us know via email or telephone. Before we can submit your return, will need to have a signed Form 8879 (scanned or faxed is fine initially, but we will need the original signed form). This gives us permission to file your tax return electronically and confirms your agreement to the tax return as prepared. We also require payment of the invoice that was emailed to you. We accept checks and all major credit cards, please call Becky to give her your credit card number or bring your card in with you. BACK TO PROCESS
We are required to electronically file all federal tax returns by the IRS. There are a few state tax returns that still cannot be e-filed. We love e-filing because it is the only way to receive confirmation that the IRS or the state has received your tax return. The files are submitted to the government, and we are usually notified in one to two days whether they have accepted it or not. Once the IRS and state (if applicable) accepts your tax return, you will receive an email confirming the acceptance. BACK TO PROCESS
As soon as we receive notification of acceptance from the taxing authorities, we post the archive copy of your tax return to your portal. This includes all the final government documents, plus several reports and metrics to give further understanding to the tax data. These documents will be available in your folder under the Documents section on the left side of the home page of your portal. Click on the folder with your name on it, then click on the Tax Returns folder and then the tax year ending date to view these files. BACK TO PROCESS
When we notify you that your return is complete, you may come by during our office hours to pick up your tax packet, sign any required forms and pay your invoice (if you haven’t already). No appointment is necessary for this BACK TO PROCESS