How We Work: Seven Day 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 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 & Client Call
Once our advisory team had a chance to enter your information and review your return, you tax advisor will be reaching out to you via phone to discuss the outcome of your tax return with you. This time will allow you to see what your return could look like, as long as all information was received as well as answer any questions you may have a this time. If the advisor is unable to speak with you at the time of the call, our operations team will reach out to get a scheduled time on the calendar to meet with your advisor.
Missing Info & Payment
During the call with the advisor, there may be something that comes up that we will need to have documentation of before we can complete the return. If this is the case, we will make outreaches to you until we receive the missing information.
After you had the chance to discuss your return with your advisor, it will be time for us to collect the final payment. This is the total cost of your tax return with the $200 deposit applied to that total.
Tax Return Finalized, Delivered & Signed
Once payment is received, we will prepare your return for you to review and sign off. We will send over the completed return to you based on the delivery method you chose during the questionnaire, or discussed with your advisor. Once you have received and reviewed the return, we will ask that all parties on the 8879 form (single or married filing Separate will require one signature, Married filing Jointly requires 2 signatures). Once signed, make sure to get that back to us so we can eFile your return.
eFiling
Once the return is finished and everything looks good, it is time to eFile! In order to eFile your return, we just need you to sign the form 8879. You can come in person to pick it up and sign or you can electronically sign and we will eFile with the IRS on your behalf which will transmit your tax return information directly to the IRS. 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 post office 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?” tool.
Repeat!
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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
