We have also detailed out the flow for this year's tax season!
We are so excited to assist you and hopefully see you via Zoom!
The intake form below can be edited from your computer, saved and uploaded along with your supporting tax documents.
This tax season's flow:
Complete the intake form below. Read it fully.
Upload your documents to the link below. You can always find these links on the main Tax Preparation tab of our website as well.
When you have completed uploading your documents, send us a message via the comment section for the portal or send an email to jasmine@square1accounting.com
You will be put in line to prepare your taxes once your upload is complete. Your return will be completed in order of received. Note: Please be sure you are not missing tax forms and provide accurate information on intake form. Missing tax forms could delay any return or result in fees owed to the IRS.
We will email you with any questions, additional information needed, etc. to complete your return before finalizing with you.
Once taxes are complete on our end, an appointment link will be sent to your email to sign up for the best date and time for a phone call or Zoom call to review and finalize your return.
We will finalize your return and YOU'RE DONE! You have conquered tax season!
