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.

 

Starting fee:

 Individual tax preparation: $300+

Business Packages: $500/month+

STEP 2

CLIENT DATA COLLECTION

 

All clients complete tax organizer.  

Turnaround time in the following months 

January:

3 - 7 business days

February:

3 - 14 business days

March-October: 

7 - 30 business days

We offer expedite services for additional fee. 

STEP 3

SUBMITTING DOCUMENTS

 

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.

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.