The Tax Preparation Process

Here’s how the tax preparation process generally goes:

  1. You provide me with all of your tax information. I work almost exclusively digitally at this point; pdfs and images are strongly preferred over paper documents. File sharing can be done via email, Dropbox, Google Drive, text message, or just about any other method of your choosing. If you’re a new client, I’ll need a copy of your prior year tax return (in electronic format, either images or a pdf). See here for a list of other things to consider. I’ll of course let you know if I think anything’s missing, so don’t worry too much about whether or not you have everything; there’s always some amount of back and forth, especially in the first year. I fully expect that.
  2. Sometime within the next 1-3 weeks (depending on how much work is currently on my desk), I’ll fill out your tax return using the information you’ve provided, and we can email or talk over the phone to answer any remaining questions.
  3. I’ll send you a draft copy of your tax return, as a pdf. You’ll get a link via email that will allow you to view and download the draft. I’ll point out anything that I think is noteworthy, unusual, or unexpected.
  4. You look things over and let me know if you have questions. I’ll send you revised drafts, as necessary.
  5. You download and save the final pdf copy of your tax return, and let me know that you’re ready to sign the final paperwork.
  6. I’ll mail or email you all the necessary paperwork, including forms that need to be signed and returned to me, a final invoice, and payment instructions for any tax payments you need to make. 
  7. You sign and return to me the necessary signature forms, along with payment of your tax preparation fee. “Returning” the signed forms can be as simple as texting or emailing me a photo of the forms. (You can keep the hard copies.)
  8. I’ll e-file your returns, and will let you know when they’ve been accepted by the IRS and Oregon (and any other states).
  9. You send in any tax payments that are due, per any instructions that I’ve provided. This step is of course not necessary if you’re due refunds, which can be sent to you via check or direct-deposited into your bank account.

That’s it. There may be variations depending on your specific situation, but that’s the general idea.