Howes Tax / T 415.796.3639 / F 415.373.4621 / Privacy Policy / ©2019 Howes Tax & Bookkeeping Services

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Our Process

 

 

Since every tax firm works a little differently, we thought you might know what to expect when working with Howes Tax!

 

Coffee? Tea?

 

 

If this is your first year working with us, we like to have a brief complimentary consultation with you to review your documents, discuss your expectations and outline our workflow. At the end of the meeting our tax professionals will provide you with a list of "missing documents" and quote a fee range for the service/s we will be providing to you.

Let's get Engaged!

 

 

Within a week of your meeting we will send you an Engagement Letter to sign electronically. This contractual document between you and us will outline our services and responsibilities to you as our client as well as our expectations of you in providing us with certain requirements needed to render and complete our services in a timely manner which would include your documentation and payment.

Connectivity.

 

 

Once you have signed our engagement letter and provided necessary payment, we will invite you to join our online client portal (ShareFile), a cloud service where you can securely upload and send those additional missing documents we mentioned to you at the initial meeting in the convenience of your home or office, saving you a trip to our office. We may also use this to post copies of your returns, K-1's and various other documents for you to review before we transmit them to the taxing agencies. 

Authorize!

 

 

Upon your review and approval of the returns, we will then send you E-file authorization forms (8879/8453). Typically there is one for Federal, and one for state, if you’re an S-Corp or a Single Member LLC (SMLLC) there will be three. Pay attention! We CAN NOT fire off those returns to the taxing agencies until you have signed these forms. 

File!

 

 

Great! So you've signed the engagement letter, provided payment, reviewed and approved the returns and signed the E-file authorization forms. Now, we can send off your returns to the taxing agencies and final copies to your SecureDrawer portal.