Tax Preparation Roadmap


Have you ever wondered about what goes on behind the scenes when we are preparing a tax return for you?

Or why it takes a few weeks instead of a few days?

Or why we are so persistent in emailing and calling to follow up on questions we’ve sent you regarding your tax return?

We work hard at preparing your tax return with accuracy, thoroughness, care, and an eye toward tax strategy.  There are a surprising number of steps in the process.

We invite you to watch this short video where we give you a tour of our Tax Preparation Roadmap – we’ll show you the steps involved on our end and where we ask you to take action to help us deliver our best work to you.

Tax Preparation Roadmap graphic

Thank you for watching,