Personal Tax Process
A Clear, Structured Approach to Tax Preparation
Know what to expect from your first meeting through tax return preparation, review, and electronic filing.
A Structured Approach to Tax Preparation
Our Personal Tax Process provides a structured approach to tax preparation based on each taxpayer’s filing requirements, income sources, deductions, tax credits, and supporting documentation.
Every tax return is different. Some are relatively straightforward, while others include business, investment, or rental property activities that require additional tax reporting.
Our process focuses on gathering and reviewing the information and documentation needed to prepare accurate federal and Arizona income tax returns. Tax preparation for additional states may also be available upon review.
The seven-step process below outlines what you can expect from the initial Discovery Meeting through electronic filing and delivery of your completed tax returns.
Virtual Tax Preparation & Secure Technology
Convenient. Secure. Connected.
Our Personal Tax Services are available through a virtual tax preparation process that allows you to securely provide tax documents and supporting information through our client portal from the comfort of your home—reducing the need for travel and routine in-person meetings.
Engagement letters and other required tax-related documents can be signed electronically using your smartphone, tablet, or computer. Invoices are also provided electronically for online payment.
To help protect your personal and tax information, sensitive documents are exchanged through our secure client portal rather than unsecured email.
When appropriate, local in-person appointments may also be available by arrangement at your place of business or another mutually agreed-upon location.
Our Tax Process
STEP 1 — Tax Discovery Meeting
We begin with a complimentary Personal Tax Discovery Meeting (up to 20 minutes) to discuss your tax preparation needs, answer general questions about our Personal Tax Services, and determine the appropriate next steps.
STEP 2 — Secure Client Portal Setup
We'll send you an invitation to our secure client portal to communicate with our firm and exchange tax documents throughout the preparation process.
STEP 3 — Engagement & Advance Payment
We'll provide your engagement letter and payment instructions. A signed engagement letter and applicable advance payment are required before tax preparation begins.
STEP 4 — Tax Organizer & Document Collection
Complete your tax organizer and provide the tax documents, financial records, and other information needed to prepare your return. Assistance is available when needed.
STEP 5 — Tax Return Preparation
We review your tax information and prepare your federal and Arizona income tax returns. Additional information or documentation may be requested when needed.
STEP 6 — Final Payment & Review
Final payment is required before your completed tax returns are released for review. We'll review your returns with you and answer your questions before electronic filing.
STEP 7 — Electronic Filing & Copy for Your Records
After your approval and required signatures, we'll electronically file your tax returns. Once accepted by the applicable tax agencies, we'll provide completed copies through your secure client portal.
Navigate Tax Season with Greater Confidence
Our structured tax preparation process helps you know what to expect at each stage, with clear communication and support from beginning through filing