How We Work: Tax Preparation Process
Documents, Questionnaire, Deposit & Engagement Letter
Before starting your tax return, there are a few things we will need to collect from you. We will need a signed engagement letter, a completed intake questionnaire, a $200 deposit (or $600 for a business return) and your documents. Once all items are received, we will pass along your information to our dedicated tax team who will enter your information into your tax return.
Advisor Review & Meeting
After our advisory team has entered your information and reviewed your return, you will have the opportunity to meet with your advisor. Someone from our office will reach out to you by phone or email to schedule a meeting time. This time will allow you to discuss your return with your advisor and ask any questions. These meetings generally take up to 30 minutes. In-Person, Virtual, and Phone meetings are available.
Missing Info & Payment
During the meeting with your advisor, new information may come to light and additional information or documentation is required. You will be sent an email listing the “missing information”. Follow up calls and emails will occur until all information needed for your return is received.
After discussing your return with the advisor, we will collect final payment. This final payment reflects the remaining balance for your tax return, after the initial deposit has been applied.
Tax Return Finalized, Delivered & Signed
Once payment is received, we will prepare our return for you to review and sign. We will send the completed return to you based on the delivery method you chose in the questionnaire or discussed with your advisor. Once you have received and reviewed the return, it is required that all parties named on the 8879 sign (single or married filing separate will require one signature, married filing jointly requires two signatures). Once signed please return form 8879 to us for eFiling. You can come to our office to sign in person or you can sign electronically through Docusign.
eFiling
After we receive the signed form 8879 we will eFile your return on your behalf. eFiling increases the speed, security, and accuracy of our tax preparation services. It also helps you get your refund faster! Most electronically filed tax returns prepared with our tax service are received within 8 to 15 days. A paper tax return sent through the US Mail takes anywhere from 6 to 8 weeks. Once the return is eFiled, you will be able to track the status of your return using the “Where’s My Refund?” IRS tool.
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LOCATION
11555 Champion Forest Dr.
Houston, TX 77066
Phone: (281) 440-6279
Fax: (281) 716-6000
HOURS
Hours
Mon - 9:00am-5:00pm
Tues - 9:00am-5:00pm
Wed - 9:00am-5:00pm
Thurs - 9:00am-8:00pm
Fri - Sun - Closed
Building Relationships that Last Generations