PROCESS

Existing Clients

material-

01


Checklist & shared folder provided

et-

02


Document gathering and uploading

et-

03


Return preparation begins and correspondence follows

et-i

04


Draft return provided

material-

05


Draft return reviewed

et-w

06


Optional Virtual Conference to discuss the return

et-

07


Sign e-File forms and pay invoice

material-

08


LFCA e-Files Return

New Clients

et-

01


Contact made with LFCA, preferably email

material-

02


Receive link to schedule complimentary 20 minute phone call and link to questionnaire

et-n

03


Provides LFCA 2 years of prior tax returns

et-

04


LFCA provides estimated preparation fee

fa-

05


Accepts fee and becomes a client.

FEES


Fees are custom tailored to the complexities of each tax return. See Individual and Business Tabs for Packages.

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.

H O U R S

February 15th- April 15th

Monday-Friday 10am-4pm
Saturday 10am-2pm

April 16th-February 14th

By Appointment Only
Tuesdays & Thursdays 11am-5pm

A D D R E S S

2504 Santa Clara Avenue, Suite A
Alameda, CA 94501

Phone: 510.985.9TAX (9829)
Fax: 510.439.2TAX (2829)

EMail: louise@lfcochrane.com