Tax Equity, Inc. – Easy & Transparent Tax Filing Process!

STEP 2: Submit Your Documents

Gather your required tax documents (W-2, 1099, ID, etc.).

Securely upload them via our online portal or email us your files.

We ensure your information is handled with the highest security & confidentiality.

STEP 3: Review & Approve Your Tax Return

We prepare your tax return & provide a summary for review.

You confirm everything looks correct before we submit it.

Have questions? We’re here to help!

No surprises – you know exactly what’s being filed!

STEP 4: We File & You Get Paid!

Once approved, we submit your tax return to the IRS & state agencies.

You’ll receive a confirmation email with a copy of your return.

Track your refund using the “Where’s My Refund” link!

Fast, secure, and hassle-free tax filing!

Get Started Today!

Fast. Secure. Professional. File with Tax Equity, Inc. today!

1. Initial Consultation & Client Intake

Objective: Simplified tax preparation process flow.

Client Contact:

• New clients: You will receive a Welcome Email or text with an introduction, service breakdown, pricing structure, and a checklist of required documents.

• Returning clients: You will receive a Tax Preparation Start Email confirming participation for the tax season and any updates to the process.

Document Collection:

• Secure portal or encrypted email for submission of tax documents (W-2s, 1099s, deductions, etc.).

• We will confirm receipt within 24 hours and notify you of any missing documents.

Upfront Fee Disclosure:

• See our transparent Fee Structure Document explaining our tax preparation service costs.

• We do Require client acknowledgment (signature or email confirmation) before proceeding.

2. Tax Preparation & Review

Our Overall Objective: We Prepare tax returns accurately and review them with clients before submission to the IRS.

Processing:

• We Prepare the tax return within 48-72 hours (longer for complex cases).

• We Conduct an internal review to ensure accuracy.

Pre-Submission Review Call or Email:

• We Provide a summary of the tax return, including expected refund/payment, applied deductions, and fees.

• We send a detailed email and in some cases - We Offer a 15-minute call for clients with questions.

• We Require client approval before filing any and all returns.

3. Tax Return Submission & Confirmation

Objective: We Ensure clients know exactly when their taxes are filed and what happens next.

IRS Submission:

• Once approved, file the tax return electronically.

• Confirm submission within 24 hours via email, including:

• Filing Confirmation Number

• IRS Expected Processing Timeline

• Copy of the Filed Tax Return

4. Post-Filing Communication & Follow-Up

Objective: We Keep clients informed about their refund status and next steps.

Refund Tracking Email (Within 3-5 Days of Filing):

• Instructions on how to track their refund through the IRS “Where’s My Refund” tool.

• Estimated refund deposit timeline.

Follow-Up Check-in (2-3 Weeks Post- Filing):

• You will receive an email confirming receipt of refunds or IRS updates.

• We Offer support in case of IRS inquiries or audit notices.

5. End-of-Season Wrap-Up & Client Appreciation

Objective: We don’t exist without you! We always focus on: Strengthen our client relationships and encourage long term future business.

Tax Summary Email (After Tax Season Ends):

• You will receive a Recap of your filing details and key tax tips for the next year.

• We Offer to schedule a free consultation for tax planning to reduce liability in the future.

Client Feedback Request:

• We always Ask for a quick review or feedback to improve our services.

Key Communication & Transparency

Upfront Fee Disclosure – No hidden charges; clients approve fees before filing.

Timely & Structured Communication – Clients receive clear, easy-to-read emails.

Professional & Secure Handling of Sensitive Information – Secure portals for document submission and storage.

Proactive Follow-Ups – Clients stay informed about the status of their returns and refunds.

Client Support & Retention – Personalized service beyond tax season.

Tax Equity, Inc. ensures a seamless, professional, and trustworthy tax preparation experience for all clients.