Checklist & shared folder provided
Document gathering and uploading
Return preparation begins and correspondence follows
Draft return provided
Draft return reviewed
Optional Virtual Conference to discuss the return
Sign e-File forms and pay invoice
LFCA e-Files Return
Receive link to schedule complimentary 20 minute phone call and link to questionnaire
Provides LFCA 2 years of prior tax returns
LFCA provides estimated preparation fee
Accepts fee and becomes a client.
The questionnaire is an important tool for us. By completing the questionnaire in advance of the complimentary phone call, you get to bypass the mundane questions and get to the meat of your tax issues and concerns. Also, if there are any particular items that are not in our wheelhouse, we let you know in advance and connect you with a CPA we know will better fit.