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Getting Started - Individual Taxes


Please complete all onboarding steps listed below no later than the following dates or we cannot guarantee a filing by the respective deadline:

June 15th Deadline for Overseas Filers – WE ARE CURRENTLY FULL FOR THE JUNE 15TH DEADLINE

October 15th Extension Deadline – ONBOARDING MUST BE COMPLETED BY AUG 15TH 

If all steps are not completed by August 15th we reserve the right to cancel the engagement and refund your paid retainer less merchant processing fees. Exceptions will be made only for documents not issued yet (for example, Forms K1 not issued or a foreign tax return waiting to be filed).

If you are abroad and we have received your retainer payment, we will prepare and mail a Dec 15th extension if your onboarding is not completed by August 15. The fee is $175.

We will move your file to our ‘Tax Preparation’ stage once ALL of the steps below have been completed.

We look forward to working with you!