New Client? Everything You Need to Know
Welcome to Molen & Associates
Thank you for choosing Molen & Associates to be your tax and accounting firm. We live by our core values apply them in everything we do. We strive to serve our clients above all else, do the right thing, show unequivocal excellence, and answer any questions you need solved. We hope this information will help you get to know us a little better and understand how we work in order to help you have the best experience possible.
IRS Representation
Bookkeeping & Accounting
Tax Preparation & Planning
Personal & Family Budgeting
Get to Know Us
Molen & Associates is an income tax preparation, accounting and tax resolution firm operating in the greater Houston area since 1980. We specialize in small business ownership challenges and those who work contract or are self-employed in any capacity. We work with many law enforcement professionals working contract security jobs, local real estate professionals and many others.
We have three unique qualities that set us apart from other tax & accounting firms:
1. You will feel like family when you come to see us.
We know you will feel like family because we are family owned and operated. Our core values are used throughout our entire team. This means that while we may not all be related; we share values the same way a family raised on these values would. If you share any or all our core values, then you will feel like family.
2. You will learn something new every time you meet with us.
We know you will learn something new every time you come to see us. In fact, we guarantee it or we’ll give you a free 1-hour consultation with one of our tax advisors to learn about the tax or financial subject of your choice.
3. We are passionately engaged.
Lastly, we know you will see and feel that our employees are passionately engaged as your tax advisor navigates you through our proven process and teaches you fundamental tax principals that are commonly misunderstood. You will feel our employees emotional investment in your financial success.
WHAT TO DO BEFORE YOUR APPOINTMENT
In years past, the first step in our tax preparation process has been to meet with your tax advisor. This year, in order to provide better service to you as well as a smooth and efficient tax preparation process, we kindly request the following PRIOR to meeting with an advisor. Please note that we will not be able to prepare your tax return until the three following items are completed:
Questionnaire and Engagement Letter: Kindly complete and sign the provided questionnaire and engagement letter. These forms enable us to better understand your individual tax needs and ensure a comprehensive review of your return. This can be found in the “Tax Info” folder on your secure document portal link below or upon request we can send it to you electronically to fill out. If you would like the electronic version, please reply to this email requesting the Zoho Sign.
Documents: Please submit all the necessary documents required for your return to the “Tax Info” folder within your secure document portal link below. These documents are essential for accurately assessing your tax situation and ensuring compliance with relevant regulations. For a list of documents needed, please see a list here. You can also review your client portal to see what documents were provided last year.
Deposit: A non-refundable deposit of $200 is required to initiate the preparation of your tax return. This deposit will be applied towards the total cost of the return and the remaining balance will be collected at the time you discuss your return with your advisor. A link to pay your deposit will be sent to you via email as soon as you have completed your Questionnaire or send us documents. If you wish to provide payment over the phone, please call us at 281-440-6279.
CANCELLATIONS/RESCHEDULING
To avoid a cancellation fee please let us know at least 24 hours in advance if you need to cancel or reschedule your tax appointment. We completely understand that sometimes life gets in the way. If you do not show for your appointment, you will be billed for the appointment slot. More information on our cancellation policy can be found here.
MISSING INFORMATION
If your tax advisor still requires additional information to complete your tax return, he or she will provide you with a list of missing items which you must provide before we can continue processing and finalizing the tax return. The list of missing items may be forwarded to Molen & Associates through our secure portal, fax, or US Mail. At this point, your tax return remains in a pending status until we receive all missing items. When all missing items have been provided then you can expect a 7 day turnaround for the completed tax return for review and completion.
PAYMENT
Your tax advisor will provide you with a good faith estimate of the cost of the service provided. This amount will be paid in full at the checkout window right after your visit with the tax advisor. Because everyone has a unique tax situation, this amount will vary for each person and is based on the forms and complexity of the tax return.
FINAL SIGNATURE ON FORM 8879
The E-file document form 8879 will require your signature(s). Please sign this and return to us at your earliest convenience. This completed form MUST be provided to Molen & Associates because it allows us to transmit your tax return electronically to the IRS.
OUR TAX PREPARATION PROCESS
When you’ve provided your tax advisor with all the relevant information necessary to complete your tax return, you can expect to see a copy of the completed tax return for review in about 7 days. During this time, your advisor will come back to your return and take a deeper dive into the deductions and tax credits to which you are entitled. We even have a quality analysis specialist go over the return to ensure the accuracy of the data entry and process it through our sophisticated tax software to review any possible red flags. After all this occurs, we deliver the tax return in its completed form for your approval.
The completed return will be sent to you using the delivery method that is most convenient for you (US Mail, Portal, In Office Pickup or E-signature also known as Docusign.) When the return has been reviewed and you are completely satisfied with it, you will then sign the E-File document form 8879.
REFERRAL POLICY
Who doesn’t love saving money? Did you know that with each person* you refer, you can receive a $25 credit on your next tax return. It’s UNLIMITED! You could receive a FREE return, so make sure you’re sharing our services with friends and family!
*Each referral must schedule, complete, and pay for their appointment.
Have any more questions? You can check out our resources page for FAQ’s, client packets, checklists, extension requests, free business needs analysis, and MUCH MORE!
If you have any questions, comments, or concerns, don’t hesitate to reach out via phone, 281-440-6279, or email at info@molentax.com.
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