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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.

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.

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!

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