Engagement Letter, Deposit & Questionnaire Confirmation
Thank you — your information is complete!
We’ve received your signed engagement letter, deposit, and questionnaire updates. As long as you have uploaded your tax documents, everything is in place for us to get started on your return. If you haven’t sent us your documents, please refer back to your email to upload your tax documents via our secure portal.
If you have any questions, please let us know.
Feels Like Family
Molen & Associates started out out of a small family home as a service to close friends and family. We treat our current clients the same as we did 40 years ago – our clients are our family.
Learn Something New
Education is extremely important to us. In fact, we guarantee you’ll learn something new every time you come to see us. For new business clients, we offer a one hour consultation so you can see for your self.
Passionately Engaged
Our employees emotional investment in your financial success as you navigate through our proven process will leave you feeling confident that you have a partner in the tax business.
What we Do
How Does Our Tax Preparation Process Work?
SEND INFORMATION
Send us your tax documents such as W2s, 1099s and other information so we can start your return before you even step through our doors. We also require a signed engagement letter and annual questionnaire with an initial deposit to begin work.
DATA ENTRY & QUALITY CONTROL
After we have received your information, one of our team members enters it into our tax software and a secondary team member checks the data entry for quality control. In some more complicated returns, the return may even be reviewed by an additional senior advisor.
SET APPOINTMENT
Sit face-to-face or visit virtually with a tax specialist that will ask you questions to better understand your tax situation and save the most on your return.
MAXIMIZE YOUR RETURN
After you leave, you may need to provide additional information and your advisor will come back to your return and take a deeper dive into the deductions and tax credits to which you are entitled.
FINALIZE
Once the return is finished, you can come in person to pick it up and sign or you can electronically sign and we will efile with the IRS for you.
Tax Preparation
Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
Accounting & Bookkeeping
Our team’s experience and efforts extends beyond business tax preparation which allows you to get tax planning strategies together with your accounting.
Tax Planning & Forecasting
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.