The 5 EZ Tax Client Steps
Even though each return has its own needs, scrolling through this page and selecting a box will allow you to assure you are on track with the client steps.
We recommend making your deposit and getting your forms to us no later than Feb. 15 (Business Clients) or Feb. 28 (1040 Only Clients) to lower the chances you'll end up on extension.
Each year returning clients will sign a new Tax Engagement & be interviewed by checking the "yes/no" boxes on a Tax Questionnaire.
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In addition to the required Questionnaire, returning clients will find an organizer uploaded to their portal. Many clients find it helpful to use the personalized organizer. PLEASE USE OUR PORTAL TO SEND US YOUR ELECTRONIC VERSION OF FORMS. DO NOT EMAIL OR TEXT TAX FORMS, INFO, OR QUESTIONS.
02 - Provide Tax Forms & Reports
Upload (or drop off) all Tax Documents & Financial Reports
Please DO NOT EMAIL FORMS. Tax forms and information should be delivered securely. We prefer that everything be in our hands before we begin work if possible.
If you need EXTRA help getting organized set a "Get Organized Appointment" or call 763-313-3683 for help setting an appointment.
SECURE UPLOAD - Please use the Portal (login or guest)
* DROP OFF - Please set a Drop Off Appointment in person
* Billable time - we will scan and hand you back your items.
When you're ready for us to begin work, you will need to make a deposit. We work returns first in, first out generally. Making your deposit gets you on our work calendar. We recommend making your deposit and getting your forms to us no later than Feb. 15 (Business Clients) or Feb. 28 (1040 Only Clients) to lower the chances you'll end up on extension.
Usually we run 7-10 days from when we have your forms/deposit and when the prep is done. When your return is ready for review, we will invite you to set a review meeting.
* BASIC RETURNS: Some highly organized clients may be able to meet in person while we prepare your return. If you wish to inquire about this option, please call Mathias at 952-688-7822.
04 - Prep Stage - Watch for Our Messages & Checklist!
Once you have completed steps 1-3, we will begin processing and preparing your return(s). During this time it is helpful if we can reach you when something is needed.
MOST CLIENTS OVERLOOK SOMETHING!
Don't worry! We know how to find answers. It's more convenient for the client when we work through all the areas of the return remotely.
Most Info Requests & Questions will be sent to you via the Portal
Please Watch your Emails/Texts for notification of our requests and login using the EZ phone app or a web browser.
05 - Meet with us to Review, Strategize & Sign!
After the review meeting you pay any final invoice, sign forms & return forms. Don't forget to download your copy of the returns!
A form 8879 must be signed by clients to send their federal forms, some states have extra forms too! Be sure to keep your copies safe. Ultimately the responsibility to have an accurate return and keep a copy lies with the taxpayer.