Tax preparation options – Choose Your Process

Our new virtual tax preparation option #1 is now available! Options #2 and #3 are still available as well.

OPTION #1: VIRTUAL – EASIEST OPTION FOR OUR CLIENT – SAVES CLIENT TIME AND EFFORT.

Provide tax documents and organizer using our easy to use, new, secure online ‘Share File’ portal from your computer.

Details: As we prepare the tax return, we may email, or sometimes call, the client with any relevant questions, or to request further documentation where needed. The client may request a complimentary thirty (30) minute meeting (in-person or virtually by phone or screen share conference call) to review the tax return, or to plan for changes in their financial tax situation next year, after a review copy is emailed to the client, and prior to the ‘COMPLETION STEPS’ listed below.

OPTION #2: Drop off to our office, or mail in, your paper tax documents and organizer

Details: Drop off is at 31 West Tarpon Avenue, Tarpon Springs, FL 34689. As we prepare the tax return, we may email, or sometimes call, the client with any relevant questions, or to request further documentation where needed. The client may request a complimentary thirty (30) minute meeting (in-person or virtually by phone or screen share conference call) to review the tax return, or to plan for changes in their financial tax situation next year, after a review copy is emailed to the client, and prior to the ‘COMPLETION STEPS’ listed below.

OPTION #3: Appointment in-person at our office

Details: Meet in our office with a tax accountant (most appropriate for any major changes in one’s personal financial life or business in 2019). Bring tax documents and organizer with you. A review of your return is sometimes able to be completed during that meeting. If not, as we prepare the tax return, we may email, or sometimes call, the client with any relevant questions, or to request further documentation where needed. The client may request a complimentary thirty (30) minute meeting (in-person or virtually by phone or screen share conference call) to review the tax return, or to plan for changes in their financial tax situation next year, after a review copy is emailed to the client, and prior to the ‘COMPLETION STEPS’ listed below.

COMPLETION STEPS – What happens after the completion of tax return:

Once the tax return is completed, we email our client a ‘Review Copy’ of their return and forms (Form 8879 and Engagement Letters) for them to electronically sign along with the invoice to pay online for their convenience. Once all forms are signed digitally, and payment received, we e-file their tax return and place a copy of their return in their secure client ‘Share File’ portal for them to download, or if they ever need it in the future.

QUESTIONS, OR TO SET UP YOUR PRIVATE AND SECURE CLIENT PORTAL:

To request the new secure ‘Share File’ portal link to be emailed to you, if you do not already have access to one, please contact Rachel Chaney at 727-934-7759 or rachel@unbehagenadvisors.com

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