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.
Individual tax preparation: $300+
Business Packages: $500/month+
CLIENT DATA COLLECTION
All clients complete tax organizer.
Turnaround time in the following months
3 - 7 business days
3 - 14 business days
7 - 30 business days
We offer expedite services for additional fee.
Download the checklists and spreadsheets in the Resource Center to make sure we have all your required tax documents.
Submit your tax documents via portal and notify us via email when you’ve uploaded all of your tax documents to the portal.
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.