AN INTRODUCTION TO OUR TAX SERVICES:
When tax time nears,
it's important to understand how
​our tax preparation services are delivered.

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You're dreading tax time, right?

Crazy thing ... is that we LOVE tax time. 

​WHY, you ask?
​Because tax time gives us the opportunity to close the door to the past and focus on the future of your business.
Throughout the year, as we are working together to  strengthen your profits and cash flow, we will be discussing tax savings strategies and opportunities - it's part of the equation.  
And, we will use our client collaboration and communication system to keep tax time organized and efficient.
​So that you can stay focused on your high level and top priority goals.

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TAX SEASON IS UNDERWAY -
THUS ENROLLMENT IS CLOSED

WE WILL OPEN CART AGAIN
​DECEMBER 2022

How does the process work?  Upon receipt of your payment, YOU will have access to our tax preparation schedule,  of which YOU will select the date and time you desire we prepare your tax return.  Then, we will begin our communication process. 

First, our Tax Concierge will send you an invite from Basecamp, our project management software.  Basecamp will be used for communication, collaboration, task management and document sharing.  When you get into Basecamp, the first task assigned to you is going to be a 4 minute Basecamp overview video. I am confident you will find this technology simple to use, and efficient.

Once you get into Basecamp, you can begin to work through the tasks we have assigned you.  This is our intake of your business and personal information for tax return preparation, as well as tasks relevant to the documents we will need from you.

Within Basecamp, there is an option to document your tax related questions.  Since tax season is so intense, our goal is to be most efficient and effective with our time.  Thus, having all of your tax related information, along with your tax questions, allows us to maximize the time we spend one:one answering those questions.  If you DON'T have questions documented in Basecamp, we will move forward with preparing your return.  If you DO have questions documented, we will reach out to you for a tax Q&A.

During the entire tax intake process, our Tax Concierge is on the sidelines making sure your questions are answered and that you successfully complete your intake in Basecamp prior to your selected tax preparation date and time.  And, prior to the date of preparation, she will review your intake to be sure our Tax Preparation Specialists have everything they need to successfully complete your return with tax advantages and accuracy.  

As the date and time of your tax preparation nears, you will be receiving reminders via text and email, to be sure you are available for our Tax Preparation Specialist to reach out with questions or additional documentation needed.  In summary, we want you on the sidelines for quick Q&A while we prepare your tax return, which will allow us to maximize your deductions through open communication.

Once your tax returns are prepared to completion, we will upload them to Basecamp for your review. 

If we have additional questions that come up as a result of a final review of your return, we will post the questions to Basecamp.  You will get notices of any posting or comments made within Basecamp either by email or using the phone app we ask you to download.  And, of course, we will review your return with you when completed, before filing.

Let's do this ... let's close down 2021 so that we can focus on 2022's success. 

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