Individual Returns

How the process works:

  • It starts with Planning. September through November is the best time to do your year-end check in, while we have time to strategize and discuss various options.
  • We send out tax organizer packages either electronically or by mail in early January.
  • After you have filled out your organizer and compiled all your tax documents, you can either upload the information to our portal, email it to us, drop it off at the office or send by US mail.
  • When you return is complete, I will give you recommendations to minimize your tax liability, if possible. After that I will send you a copy of your tax returns, with an e-signature, and process your invoice for your tax preparation fee. My expectation is that you will promptly respond.

Your responsibility is to thoroughly review your tax returns to ensure they are complete and accurate before you sign.

  • Once you have reviewed your tax returns you will sign the electronic filing authorization forms. If you are filing a joint return both spouses must sign. At that time, I will electronically file your returns.
  • A final copy of your tax return will be uploaded to the client portal. From there you will be able to download and print any IRS/FTB payment vouchers (if you didn’t opt out of electronic payments).