Step 1: Client provides data to us:

A. We accept data at our office via mail delivery: P.O. Box 519, Lady Lake, FL 32158

    * You can mail us your paperwork securely to our P.O. Box year around

B. We also accept data via our online portal: Just click on Client Portal and Sign Up if you don't already have an account. If you forgot your password you can click on forgot password and reset it. 

   Please note: We prefer clients not to use email unless they password protect their data. 

   We also cannot click on links to access data, so either use our portal to send us soft copies or another approved secure method. 

C. New Clients: Just email us and we will provide you our logsheet/checklist template to give you an idea of typical data needed. 

D. New Clients: We need a complete copy of your last filed tax return.

Step 2: Client informs us when we have the green light to work on their taxes (preferably after 99% of data needed has been provided). You can email us or call us or if you are using the portal you can check the box that you are done uploading. 

Step 3: We log the client in our system and email you back the log # so you have confirmation you have been entered on our list of returns to be prepared.

Step 4: We work on your taxes. Please note during this process we appreciate your prompt responses to any questions or in providing any missing data needed. Clients who go missing or don't make their priority to respond on a timely manner are not a good fit for our firm and we will be removing from our client list. 

Step 5: We print a paper copy of your tax return and/or upload a pdf to the portal per each client's request and give you an opportunity to review your tax return. If a paper copy is preferred, we mail it to your address plus any paper documents you provided via the local post office priority mail **free of charge. 

Step 6: Client pays for the return preparation costs, for new clients you can see our rates on our website under Services. For existing clients, your rate is typically your prior year rate plus or minus adjustments for new services needed or not and for a small yearly inflation increase. **Please note for paper clients, we expect payment before we mail the return. 

Step 7: Client reviews return and after any questions are resolved give us permission to efile the return.

Step 8: We efile the return, if for any reason the return is rejected, we will inform the client. No news from us is good news. We will only contact client if the return is rejected. 

Step 9: We are here year around if you have any questions or receive any government letters regarding the return we prepared for you just contact us and we will help you. 


*** Please note, for 2024, we will be utilizing our client portal to keep clients updated of each step in the process, so you can always log in to your portal account and see what step we are on and with two new extra tax preparers working for us in 2024, we hope this process will be a lot faster.