STEP 1

Single Taxpayers complete and sign 2020 tax organizer.

 

Married Filing Jointly Taxpayers complete and sign 2020 tax organizer

-Engagement Letter

-Tax Questionnaire

-Audit Protection Plan

-Form 8821

Parents or Guardian claiming a dependent and/or claiming education credit, complete the Due Diligence Questionnaire

STEP 2

Were you affected by COVID-19: 

  • Loss of job

  • Closed busines

  • Received PPP, EIDL, other grants

  • Received wages even if you were unable to work

  • Received distributions from a retirement plan

  • Etc.

 

If yes, complete COVID organizer.

STEP 3

Use the checklist to make sure we have all your required tax documents: 

Tax Client Checklist

Year-End Small Business Checklist

Use of Home Office

 

Submit your tax documents via portal and notify us via email when you’ve uploaded all of your tax documents to the portal.

STEP 4

 

Submit your payment. 

Review your tax returns in the client portal. 

Sign e-file authorization form via DocuSign. Email address required for both taxpayers and spouse.

Ready to be filed. 

TaxUSign​, LLC

A Virtual Tax Firm


Mailing Address:

P.O. Box 5887

Kent, WA 98064

Tel: 253.234.7180

Office Hours: 

M-Th 10:00am - 6:00pm

Open Year-Round

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