Molen & Associates Process

It is almost tax season again, and we are thrilled for the opportunity to work with you. We’ve been doing this now for over 45 years, and every year we try to improve on our processes to ensure a better experience for you. I wanted to share a couple of updates that will make this tax season even smoother for all of us.

We request four items prior to meeting with your advisor.

1. Your tax documents (upload here)

2. A signed engagement letter

3. Intake questionnaire and 

3. A deposit 

If you are an existing client, we will send you a link unique to you to complete the engagement letter, questionnaire and deposit. If you are a new client, please contact us so we can create one for you. When we get your documents in advance, our team can review everything and save time on data entry. That means more time for us to focus on what really matters—helping you with your taxes. Don’t worry – you will still get 1-on-1 time with your advisor to answer questions and go over the return.

By obtaining these documents before we discuss your return, we can better match you with the right preparer who has expertise in your specific tax situation. This means you’ll leave our meeting with more answers and strategies tailored just for you. Our team works late into the night every day during tax season. By having your documents early, we can spend more time on the returns that are actually ready to be prepared by the deadline.

Thank you again for trusting us with your taxes. We’re looking forward to another successful tax season together.