Please be Prepared! You're going to need a few things...

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Please be sure to have the following scanned and uploaded to your client portal:

 

• Photo ID for yourself and spouse (if applicable) (Can be either drivers license, ID card or passport)

• Social Security Cards (or ITIN letters) for all family members

• All of your tax forms, including but not limited to W-2 forms, 1099 forms, mortage interest, etc

• Covered California medical insurance form (if applicable) 1095A.

• IPPIN from the IRS if you have one (We suggest everyone have one)

• Bank account and routing number for Direct Deposit or Debit

• Address, phone number, and EIN of your daycare provider, along with amount paid per child

• Copy of prior-year tax return (if you're new to us)

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Here’s a detailed breakdown of our tax preparation process:

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This process ensures that your tax return is prepared accurately and efficiently, while keeping you informed and involved at every step. If you have any questions or need further assistance, feel free to ask!

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1. Client Portal Registration:

   • Start by signing up for our client portal (TaxDome). This secure platform will be your main point of communication and document submission.

2. Information and Document Gathering:

   • Submit your personal information, tax documents, and signed engagement contract through the portal. We use tax organizers to assist you in collecting all necessary income documents and to help you consider potential deductions.

3. Document Review and Tax Return Preparation:

   • Once we have all your documents, our team will thoroughly review them and prepare your tax return.

   • If we need additional information or clarification, we will reach out to you promptly.

4. Draft Summary:

   • After preparing your tax return, we will share a draft summary with you. This summary will include an estimate of your refund or the balance due.

   • If you have any questions or need further clarification, we can schedule a short call or Zoom meeting to go over the details.

5. Approval and Finalization:

   • Once you review and approve the draft summary, we will send you our invoice.

   • We will also provide the final copy of your tax return for your e-signature through the client portal.

6. E-Filing:

   • After receiving your e-signature, we will electronically file your tax return with the appropriate tax authorities.

7. Accessing Your Tax Return:

   • You can access the client portal throughout the year to obtain copies of your tax return.

   • While this option is available to you, we highly recommend saving a copy of your tax return on your own devices for easy access.
      

 

Team Support: Although you will generally have one primary preparer assigned to your return, our team collaborates closely, so you may hear from various team members throughout the process.

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