CLIENT ONBOARD
Client Input
Firm Output
INDIVIDUAL TAX PREPARATION
Client Input
Upload your tax documents using our secure portal. Our firm uses ShareFile to establish a client folder structure by year that stores your source documents.
Our firm prefers using the secure portal, however you can drop off your tax documents once collected at one of our Arizona locations.
Firm Output
Once the source documents are uploaded our firm organizes and inputs the documentation and sends out a list of missing items and questions we need to finalize the tax return.
Once completed we digitally send our firms engagement letter and invoice sent by MCPAs.io through and ignitionapp.com email handle.
We collect eFile Signature Authorization digitally through rightsignature.com
If in person signatures, payment and pickup is preferred contact our admin to schedule a time at one of our locations.