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The Tax Return Process:
What to expect when you work with Kauffman CPA
01
Consultation or Contact Me
Schedule a free 15-minute intro call to discuss your needs and my solutions.
Or fill out the Contact Me form.
02
Initial Document Upload
Upload entity documents and last year’s tax return and financials to enable scoping.
03
Tax Plan and Scoping Call
For larger clients, a call to preview the value of the tax strategies relevant to your situation and clarify scope of work is offered.
04
Sign Engagement Lettter
Includes price and written scope of work.
05
Secondary Document Upload
A detailed questionnaire facilitates complete intake of current year’s tax return information.
Optional 15-minute meeting to provide clarity.
06
Tax Preparation
Prioritized based on a First-in, First-out method.
07
Tax Return Delivery
Includes with a video explanation.
Optional 45-minute call to discuss return.
08
Review and Sign Tax Return
Returns are electronically signed and filed.
Advisory services will look different depending on which package you choose.
See Services section for more information or schedule a consultation to discuss with me.
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