The file transfer process is streamlined through the utilization of cloud services. Clients are simply tasked with uploading the necessary documents and files onto their server, granting us access to seamlessly retrieve the information. We leverage versatile cloud platforms such as Google Drive, OneDrive, AWS, and others for efficient and secure exchange of files and information over the cloud.

Upon receipt, the data files undergo a thorough review based on specific requirements. Every piece of information is minutely assessed to determine income, deductions, exemptions, and other intricacies of the transaction. Our meticulous examination ensures accuracy and adherence to the necessary criteria.

Essential documents vital for tax preparation tasks are methodically identified and documented with precision. Subsequently, we assemble a thorough list of these documents and share it with the client for further processing. This practice ensures clear communication and mutual understanding regarding the necessary materials for seamless execution of tax-related workflows.

Once all the necessary and complete information is provided, including the submission of any missing documents, the Draft Tax Return is being prepared and submitted for discussion with the client.

After the submission of Draft Tax Return, a list of queries is communicated from the client via email. If necessary, scheduled calls are arranged to address and resolve any issues raised. Once these concerns are successfully resolved, we proceed to the finalization of Tax Return and submit it for signature of the client, ensuring that the work meets the required standards and expectations.

The finalized tax return is filed on IRS Official website. Our commitment to data security is underscored by regular internal data clearance processes, ensuring the confidentiality and integrity of the information.