The Process
We understand that taxes can be a daunting task, which is why we make the process as easy and stress-free as possible. Here's a breakdown of how our online tax filing services work:
Let's chat:
The first step is to schedule a call with us. We'll have a friendly chat and get to know you and your tax situation a little better.
Checklist time:
If you decide to move forward with our services, we'll send you a handy checklist of everything we need to get started.
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Engage with us:
You'll receive our engagement letter, which is just a fancy way of saying you're officially part of The Tax Squad family!
Let's approve:
You'll review and approve the estimate, and sign the tax return when you're ready.
Estimate sent:
Once your taxes are ready, we'll send you an email with an estimated tax liability.
We do the heavy lifting:
We'll prepare your taxes outside of the call, so you can sit back and relax while we crunch the numbers.
Time to pay:
Payment for our services is due at this point.
We file your taxes:
We'll file your tax return with the IRS and state authorities.
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Confirmation:
Once your taxes have been marked as received by the IRS and state authorities, we'll send you an official copy of your return.
​At The Tax Squad, we pride ourselves on providing top-notch service and support to individuals and sole proprietors. So why not join our squad and let us take care of your taxes this year? Contact us today to schedule a call and get started!