Schedule an appointment at positive rate tax. Shortly thereafter, you can expect a welcome email putting you in touch with a specific Tax Advisor who will prepare your return. In the first call with your advisor, they will seek to gain an understanding of your situation to give you as accurate an estimate as possible as well as answer any questions you may have.
We use a secure portal to pass documents. Most relevant documents are delivered in electronic format and can be easily uploaded. Other documents that are in paper format can be scanned into the portal using your mobile phone. We like to encourage clients to upload relevant documents and answer follow-on questions in a timely manner so that we can work quickly and get you your refund sooner.
Our fees are based on the complexity of your return. Once we have a complete understanding of your situation, we will provide you with a quote. If in the course of working together, your return requires more or less work than originally estimated, we will update the quote accordingly.
Once your return is completed, we will send you a draft copy for your review and set up a meeting if necessary. Our team will then send you a portal link for payment and e-signature before we file your return. Once we receive an acknowledgement that the IRS and relevant states have accepted, we will upload a client copy to your portal account.
We’re still here! We pride ourselves on being available to our clients year-round. Whether it’s summer tax planning, an amended return or an upcoming change to your situation, we’re happy to answer questions and help you navigate taxes all year long.
Whether in-person or fully virtual, we will take the time to understand your unique situation and give you a best-in-class, personalized experience. We understand that taxation touches every part of your financial life and stand ready to help year-round. If you have any questions feel free to schedule a free consult or give us a call.