Individual Returns

How the process works:

• It starts with Planning. September through November is the best time for your year-end check-in, while we still have time to strategize before the year closes.
• Tax organizers: starting this year we have streamlined our tax intake process using SmartVault SmartRequest. You will receive a customized checklist tailored to your specific tax profile, allowing you to securely view and upload your required documents at your convenience.
• If I need additional information during preparation, I'll reach out by phone or email — a prompt response keeps your return moving and avoids delays as deadlines approach.
• Once your return is complete, I'll walk you through recommendations to minimize your tax liability, then send your return for review and signature via DocuSign, along with your invoice.

Your responsibility is to thoroughly review your return to ensure it's complete and accurate before you sign.

• Once reviewed, you'll sign the electronic filing authorization — both spouses, for joint returns — and payment is due at that time. I'll file electronically as soon as that's complete.
• A final copy of your tax return will be uploaded to your SmartVault within 48 hours, where you can download any IRS/FTB payment vouchers if you've opted out of electronic payment.