New Client? Everything You Need to Know
Welcome to Molen & Associates
Thank you for choosing Molen & Associates to be your tax and financial 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. As a member of our tax family, you will have access to services including:
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.
SCHEDULING YOUR APPOINTMENT
When you schedule your appointment, you may pick one of the following ways to meet with your tax advisor:
- In office appointments – you have a face-to-face meeting with your tax advisor & bring your tax documents to the meeting
- Virtual/Phone appointments – you provide us with your tax documents in advance and your tax advisor calls you at the scheduled appointment time
- Drop Off – you drop off your tax documents and your tax advisor then follows up with a phone call or email. This is NOT a scheduled appointment.
WHAT TO DO BEFORE YOUR APPOINTMENT
Once you’ve scheduled your appointment, we will send you a client packet. It will be sent to your client portal or you can request a paper copy. Please submit this completed packet prior to your appointment or bring it with you. This packet includes:
• Essential information questions
• A questionnaire form
• An engagement letter
• A list of possible tax documents needed to prepare your return
You can easily send or upload your documents to us via our secure portal, should you prefer to provide the documents to us in advance. Here is a link to a list of tax documents.
If you are a new client, please bring copies of your last 3 years federal and state income tax returns.
Bring any questions you may have in a written format to ensure you get the most out of your appointment. Our primary goal as a trusted advisor is to provide insightful advice to enable our clients to make informed tax and financial decisions.
Two days prior to your appointment you will receive a confirmation call to remind you of your scheduled appointment. Please plan to arrive 15 minutes early if you did not complete your packet.
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.
YOUR SCHEDULED APPOINTMENT
Upon arrival you will check in at our front desk with reception. The front desk will again confirm your scheduled appointment and collect the completed packet you received. If you did not complete the packet prior to your appointment, we will print this packet in the office for you to complete before you meet with your tax advisor.
Once you’ve completed the check in process, your tax advisor will then walk you back to his or her office to begin compiling your tax return using the documentation you provide and answer any questions you may have. Your tax advisor will then provide you with an estimate of a refund or any amount due for taxes.
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, email, 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.
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 7 DAY 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.
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 firstname.lastname@example.org.
New Client Packet
Check Out Our Podcast
Don’t forget to check us out on our social media for exclusive promotions, up to date tax trends, and more info on our new podcast ‘Questioning Your Cents!’
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