Tax Season Center
Follow the steps to learn about our tax preparation process.
GOT A LETTER OR NOTICE FROM THE IRS OR STATE?
STEP 2: ONBOARDING PROCESS
New Client: You will receive an invitation to access our portal. Within the portal, you'll find an engagement letter and a deposit invoice to secure your spot, along with an onboarding checklist.
If you'd like to set up an in-person appointment, please either schedule online or give us a call at 206.678.9983.
STEP 4: READY FOR PREPARATION
An email update will be sent to you at every stage. You are placed in the queue for tax preparation.
We prepare your tax return in the order received.
Pay your remaining balance here.
Review and approve your tax return in the client portal.
STEP 5: READY TO FILE
Sign the e-file authorization form (if eligible). Email address required for both taxpayer and spouse.
Ready to be filed.
CHECK THE STATUS OF YOUR REFUND
If you are expecting a refund, you can check your status below:
MAKE YOUR PAYMENT TO THE IRS
Pay your federal tax liability
Select Balance Due
Income Tax Form
Select the Year
Calculate your estimated tax payments here
Pay your quarterly estimated tax payments
Select Estimated Tax
*Important Note: Make sure to apply the payment to the taxpayer's SSN# listed on the tax return, not the spouse when filing a married filing joint return.*
Pay Your Extension
Pay your extension tax payment
Select Extension
*Important Note: Make sure to apply the payment to the taxpayer's SSN# listed on the tax return, not the spouse when filing a married filing joint return.*
CHECK THE STATUS OF YOUR REFUND OR MAKE PAYMENTS TO YOUR STATE
If you are expecting a refund or you owe taxes to your state, we will provide you with instructions.
You can also visit the state government websites here.