Tax Preparation Process

 
Tax Preparation Process
Tax Preparation Process
Your step-by-step guide to stress-free tax filing
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1
Organize Documents
Gather all necessary tax documents including W-2s, 1099s, receipts, and previous tax returns. Visit the resources tab to see a complete checklist.
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2
Complete Intake Form
Fill out our secure online intake form with your personal and financial information. This helps us prepare your return accurately and efficiently.
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3
Professional Review
Our certified tax professionals thoroughly review your documents and identify all eligible deductions and credits to maximize your return.
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4
Return Preparation
We prepare your complete tax return using professional software, ensuring accuracy and compliance with current tax laws and regulations.
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5
Review & Approve
We'll review your completed return with you, answer any questions, and make adjustments if needed before you approve and sign.
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6
E-File & Submit
Once approved, we electronically file your return with the IRS and state agencies. You'll receive confirmation and tracking information.
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You're All Set!
Relax while we handle the rest. We'll notify you when your return is accepted and keep you updated on your refund status.
 

Organize your documents, go to the resources tab and pre-fill the applicable information as requested.

 
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Please provide us with your documents 3-5 days before your scheduled appointment by:

Fax: (888) 328-4502

Internet: Google Drive or via a secured link that can be requested from your assigned tax advisor

Mail: 80 Eureka Drive, Ste 216, Pacifica, CA 94044

 

Prior to your appointment, theTaxGuySF will do a preliminary tax return and will contact you for any missing information. This will allow us time prior to your appointment to do the background work.

We are working with all our new clients 100% remotely via Google Meeting, Zoom, phone calls and email.

 
 

During our virtual/phone call appointment, we will review and finalize your tax return and provide tax planning for the year ahead.

Get A Quote
 

Put down the spreadsheet and call us.

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