Tax Returns and Financial Consulting Services
Get started with a free consultation!
Or call us at (760) 689-2068
Tax Returns and Financial Consulting Services
Get started with a free consultation!
Or call us at (760) 689-2068
Tax Return Preparation - How it Works
Return Preparation Timeline
- Initial tax return and preparation consultation. We meet with you via a Zoom, or phone, call to make sure all your questions are answered, and no deductions or credits are overlooked. This initial meeting should take about 45 minutes.
- We will identify all the documents we need from you and you can either email copies to us, or easily upload them to our secure portal.
- We complete your return and calculate your refund, or taxes owed, generally within three days.
- Final tax return meeting scheduled via Zoom call where we go over your return in detail
- Once the returns are complete, and reviewed by you, we electronically file them, guaranteeing you the fastest refund possible
Note: Tax refunds are not guaranteed. Depending on your tax situation, you may owe additional federal or state taxes. If this is the case, we will fully explain to you the reasons why.