STEP 1

INITIAL CONSULTATION 

 

New Individual Client: Complete the client intake form here

New Business Client: 

The first step to working with the TaxUSign Team is to schedule a Virtual Bookkeeping & Tax Coaching session here

Returning Client: Schedule a Year-End Coaching session here.

STEP 2

CLIENT DATA COLLECTION

 

All clients complete tax organizer.  

**We offer expedite services for

additional fee.**

STEP 3

SUBMITTING DOCUMENTS

 

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

STEP 4

READY TO FILE

 

Submit your payment. 

Review your tax returns in the client portal. 

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

Ready to be filed.