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.

​

​

CLIENT DATA COLLECTION

 

All clients complete tax organizer.  

​

​

**We offer expedite services for

additional fee.**

​

​

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.

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.