TaxProEZ
NASHVILLE TN - NOVEMBER 7: Downtown Nashville is seen on a beautiful fall day from across the Cumberland River.

Tax Preparation

Our tax preparation service is a virtual service that allows us to provide a professional engagement with our clients while eliminating the non-productive wait time for the client as they watch their preparer key in their data in order to produce the tax return. In a typical situation, more time is spent preparing the return than evaluating the results and discussing ways to reduce the tax bill for the current year, based on the results of the prior year. We take a different approach.

TaxProEZ is 100% Virtual

“Embracing Virtual Meetings: Well before the era of Covid-19, we had already adopted virtual work practices, enabling us to efficiently cater to clients not only across the United States but also worldwide. Our distinct approach focused on being readily accessible to clients, providing them the convenience of connecting from their homes or offices. Leveraging platforms like Microsoft Teams, we seamlessly facilitated face-to-face meetings with our clients in a virtual environment while efficiently handling all transactions digitally.” 

Our Process

Initial Discovery Discussion

Consultation: Our client engagement process commences with an initial discovery meeting. We arrange this meeting either through a phone call or, ideally, via Microsoft Teams. During this meeting, we have the opportunity to connect with our prospective clients and delve into their expectations. Simultaneously, we assess our capabilities to meet those expectations effectively. This initial discussion plays a crucial role in determining whether there is a suitable alignment between their needs and our abilities. 

Gathering Initial Information

At TaxProEZ, we strive to ensure that our services perfectly align with your specific needs. If we determine that there is a good fit between what you require and our ability to meet those needs, we proceed to the next crucial step in our process. This step involves gathering essential information from you to gain a comprehensive understanding of your financial situation.

To begin, we kindly request you to furnish us with a copy of your most recent tax return. This will provide us with valuable insights into your financial history, allowing us to identify any existing tax strategies, deductions, or credits that could benefit you. It will also give us a clearer picture of your income, expenses, and potential areas where we can optimize your tax situation.

Additionally, we will ask you to complete a detailed questionnaire that covers various aspects of your financial life. The questionnaire is thoughtfully designed to help us delve deeper into your specific circumstances, financial goals, and priorities. By understanding your unique situation better, we can tailor our services to cater to your exact requirements.

As we prioritize the security and confidentiality of your information, we have established a secure web-based platform for you to share all the necessary documents and data with us. This platform utilizes advanced encryption and safeguards to ensure that your sensitive information remains protected at all times.

Rest assured that all the information you provide us will be handled with the utmost confidentiality and only used for the purpose of delivering personalized and effective tax solutions for you. Our team of experienced professionals is committed to assisting you every step of the way, ensuring that you receive the best possible outcome when it comes to managing your taxes.

Beginning The Process

After our Discovery conversation and reviewing your previous year’s tax return, we’ll provide you with a checklist of items needed to complete your tax return. Our preferred method for gathering this information is through our secure dropbox. If necessary, we can also use more traditional means to collect your important tax information.

We Begin Our Work

Over a decade of experience goes into every tax return. Learning to adapt to ever-changing tax law and opportunities for reducing our client’s tax liability is always at the forefront of our work.

Our expertise in preparing tax returns for entrepreneurs and a variety of entity types helps keep us focused on accurate and timely reporting of taxes. We attempt to use the wisdom my father taught me years ago … ‘Measure Twice and Cut Once.’

Summary Report to You

After carefully working with the data you gave us and checking our assumptions, we’ll send you a draft of the tax return. This draft will show the tax outcome and compare the current year with the previous year. It’s a chance for you to review the results and make sure we considered all the data you provided. If you have any questions or need clarifications, we’re here to help! Our goal is to make the process clear and straightforward, ensuring you’re informed and satisfied with the tax return we prepare for you.

We Schedule a Review

At our firm, we prioritize your convenience and satisfaction. After preparing the draft of your tax return, we provide you with two flexible options for the review process. The first option is to schedule an online review session where we can go through the draft together. During this session, we’ll walk you through each aspect of the return, explaining the calculations, deductions, and any other relevant information. It’s an excellent opportunity for you to ask questions, seek clarifications, and gain a deeper understanding of your tax situation.

The second option allows you to review the draft at your own pace and in the comfort of your preferred environment. We will securely share the draft with you through our encrypted portal or any other secure method you prefer. This way, you have the freedom to analyze the details at a time that best suits your schedule. You can take your time to carefully examine the figures, compare them with your records, and ensure that all the provided data has been accurately incorporated.

By offering these two options, we aim to cater to your unique needs and preferences. Whether you prefer a guided review session with our tax experts or prefer to review independently, our goal is to make the process as seamless and accommodating as possible.

We understand that tax matters can be complex and might raise questions or uncertainties. That’s why we encourage open communication and stand ready to assist you throughout the review process. Our team of professionals is dedicated to ensuring that you have a clear understanding of your tax return and are completely satisfied with the results.

Rest assured, whichever review option you choose, we will be by your side every step of the way, providing expert guidance and support. Our commitment to exceptional client service means that we are always here to address any concerns, provide explanations, and ensure your tax preparation experience is stress-free and successful.

Digital Completion

Completing the transaction online is simple and efficient. You can electronically sign the documents that authorize us to file your tax return, and you also have the option to pay your preparation fees electronically.

Our preferred method for completing the process is through Zoom, which allows us to interact face-to-face virtually. It’s a convenient way to go over the necessary paperwork, answer any questions you may have, and finalize the tax return together.

However, we understand that everyone has different preferences, and if you prefer not to use Zoom, we can accommodate you too. We can review your tax return over the telephone, ensuring that you still have a direct and personalized experience while discussing the details.

Our goal is to make the process as smooth and tailored to your needs as possible. So, whether you choose Zoom or a telephone review, rest assured that we are dedicated to providing you with top-notch service and ensuring a hassle-free experience.

The second option allows you to review the draft at your own pace and in the comfort of your preferred environment. We will securely share the draft with you through our encrypted portal or any other secure method you prefer. This way, you have the freedom to analyze the details at a time that best suits your schedule. You can take your time to carefully examine the figures, compare them with your records, and ensure that all the provided data has been accurately incorporated.

By offering these two options, we aim to cater to your unique needs and preferences. Whether you prefer a guided review session with our tax experts or prefer to review independently, our goal is to make the process as seamless and accommodating as possible.

We understand that tax matters can be complex and might raise questions or uncertainties. That’s why we encourage open communication and stand ready to assist you throughout the review process. Our team of professionals is dedicated to ensuring that you have a clear understanding of your tax return and are completely satisfied with the results.

Rest assured, whichever review option you choose, we will be by your side every step of the way, providing expert guidance and support. Our commitment to exceptional client service means that we are always here to address any concerns, provide explanations, and ensure your tax preparation experience is stress-free and successful.

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