Book a Consultation. Start by scheduling a consultation with us. This initial step allows us to gain insight into your tax situation, providing a foundation for tailored assistance.

Consent And Intake Forms. After the consultation, we'll send you a consent form via email that requires your signature. Following that, we'll provide an intake form where you can upload your tax documents. In some cases, we might pause the process temporarily if we require additional information beyond what you've submitted.

Document Review Sessions. Once your documents are ready, it's time to book a review session with us. Together, we'll meticulously go through all the documents, and this is also where we discuss the rate agreement that outlines both the service charge and the expected refund.

Submission To IRS. When everything is in order, we'll send your prepared tax documents to the IRS for processing.

Awaiting Response. At this stage, we wait for the IRS to respond. If there's a rejection, don't worry. We're here to handle such situations. We'll review, investigate, and resubmit as needed.

Continuous Updates. Throughout the entire process, you'll receive regular updates via email and text messages. This ensures you're always informed and in control of the situation.