What are the steps for working together during tax season?
1 – Reply to this email with your mailing address
2 – We will use your mailing address to create your engagement letter
– the engagement letter simply outlines the way we work together…
3 – We will send your engagement letter to you via email using our payment portal (It will come from MCA Certified Tax Preparers but the email address is firstname.lastname@example.org), if you don’t see an email, please make sure to check your spam/junk mail.
4 – After the engagement letter is signed, we will send you a link to our tax organizer and give you access to our private portal where you can upload your tax documents.
5 – You can schedule time on our calendar to do a preliminary tax review, alternatively, we may reach to you if we have questions. In either case, we will schedule a tax return final review.
6 – After the return is complete, we will review the return together for accuracy and completeness. We will also review your invoice.
7 – If you’re in agreement with the return we will upload your e-file authorization forms and process your invoice payment.
8 – You will sign the e-file authorization and return it to us. We will then e-file the return on your behalf.
9 – Once the return is accepted by the IRS, we will upload your tax return to the private portal (and if requested, mail you a hard copy).