Personal Tax Process
Our Personal Tax Process guides you from your Personal Tax Discovery Meeting through secure document collection, tax return preparation, review, and electronic filing.
Request a Complimentary Discovery Meeting
Up to 20 Minutes • Zoom Video or Phone Call
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. We may also prepare additional state income tax returns upon review.
Before We Begin
Your Personal Tax Process begins with a complimentary Personal Tax Discovery Meeting (up to 20 minutes). During this introductory conversation, we’ll learn about your tax preparation needs, answer general questions about our Personal Tax Services, and determine the appropriate next steps.
Personal Tax Discovery Meetings are introductory meetings designed to determine whether our Personal Tax Services are a good fit.
Our Tax Process
STEP 1 — Tax Discovery Meeting
We begin with a complimentary Personal Tax Discovery Meeting to discuss your tax preparation needs, the types of income you need to report, and any special tax situations that may affect your tax return. We'll then determine the appropriate next steps.
STEP 2 — Choose How to Work With Us
Choose the tax preparation option that best fits your needs. We provide remote, in-person, and local document drop-off tax preparation services.
STEP 3 — Engagement & Advance Payment
If we are a good fit, we will guide you through the engagement process based on the tax preparation option you selected. Engagement documents, payment procedures, and document collection may vary based on the selected service option.
A signed engagement letter and applicable payment arrangements are required before tax return preparation or electronic filing.
STEP 4 — Tax Organizer & Document Collection
Complete the requested tax organizer and provide your tax documents, organized financial records (when applicable), and any other information needed to prepare your tax return. The tax organizer may be completed electronically through our secure client portal or in person. Documents may be submitted through our secure client portal, in person, or by local document drop-off. 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 supporting documentation may be requested when necessary.
STEP 6 — Final Payment & Review
Final payment is required before completed tax returns are released for review. We review your completed tax returns and answer any questions before electronic filing.
STEP 7 — Electronic Filing & Copy for Your Records
After your approval and receipt of the required electronic filing signatures and authorizations, your tax returns are electronically submitted to the applicable taxing authorities. Copies of your completed tax returns are provided through our secure client portal or during your in-person appointment.
Navigate Tax Season with Greater Confidence
Our Personal Tax Process guides you through each step—from your Personal Tax Discovery Meeting through electronic filing and delivery of your completed tax returns.