Our Tax Preparation Process

Simple, Personal Tax Preparation

 

At Smith Tax LLC, we strive to make tax preparation simple and stress-free. Our process is designed to make submitting your tax information, reviewing your return, and completing your filing as easy as possible.

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1. Submit Your Tax Information

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Complete our initial questionnaire or returning client year-by-year questionnaire. When you receive your tax forms, you can email them to us or mail them to our PO Box.

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2. Tax Return Preparation

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We will review your information and prepare your tax return. If additional information or clarification is needed, we will contact you.

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3. Review and Approve Your Return

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Once your tax return is completed, we will email you a copy for your review, along with one or two Forms 8879 (if applicable) for you to sign and return. These forms provide authorization for us to electronically file your return with the IRS.

We will also send your invoice at this time. Payment can be made through Square, Venmo, or by check mailed to our PO Box.

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4. E-File Your Tax Return

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Once we receive your signed Form 8879 and payment, we will electronically file your tax return with the IRS.

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5. IRS Acceptance Confirmation

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After your return has been electronically filed, we will notify you once we receive confirmation that the IRS has accepted your return.