1. We will provide you with a checklist of all required documents for completing your return. We will either pick up your documents if local or you will send these documents to us by email or by US mail. We will then set up a telephone interview to review any questions on preparing the return.
2. Once the return is completed you will receive a draft copy of the return to review for any questions and adjustments to your return.
3. You will review the completed return and approve it.
4. We will invoice you for your return and payment must be made prior to filing your return.
5. We will E-file the return or provide you with a printed copy for mailing.
6. Once the return is complete we will provide a copy of your return in the following forms:

a) printed copy of your tax return and/or
b) e-mail a pdf digital copy of your return to you

 
** How much easier can it get?. **