Let Professional Tax Pro take taxes off your hands
After the purchase of our package, please follow these three steps:
1. Gather your documents – Collect your business documents such as your Partnership Agreement, Annual Financial Statement, and Membership Purchase Agreement.
2. Snap a few photos – Take a picture or scan your docs. Whatever is easiest for you.
3. Upload to Dashboard– Upload your docs through our secured portal. We’ll notify our team and keep them safe.
B. Prepare – There’s nothing for you to do at this point, so sit back and relax until you hear from us. We’ ll be working to get you the most back and will follow up soon.
C. Review – After we prepare your reports, analysis or tax returns, we will send you a draft for review. We will make changes as needed. If it is necessary, we will send the final copy to you.
D. Electronic File (for Tax Returns) – Once you are happy with your prepared tax return, we will send over the e-file authorization forms for you to sign, and to complete the process. We will e-file the tax returns for you, and will send over the e-file confirmations back to you once all tax returns have been accepted.