Tax Preparation
A structured record that guides each engagement from set-up and preparation through review, delivery, and e-file — so nothing is missed.
GFR Checklist
Preview of our secure intake — online submission is launching soon.
TR Client Code
No Client Code
Is the client a:
Entity
Natural Person
Entity Name
Client Name
First
Last
EIN
SSN
Address
Street Address
Address Line 2
City
State / Province
ZIP / Postal Code
Phone
Email
Engagement Information
PICOptions: David Arndt, Samantha Dugan, Gus Byom, Betty Nash, Doug Bruhns, Seth Weiland, Dave Iverson
Year End MonthOptions: January, February, March, April, May, June, July, August, September, October, November, December
Year End (Tax Form Year)
Is this
Recurring
Non-Recurring
Tax Prep Flow
Project Set Up
Scanning
Preparation
Initial Review
Sign Off Review
Processing
Billing Amount Per Proposal
Preparer Signature (only for paper returns)
Client Signature
Delivery
Delivery method
Pick Up in Person
SafeSend
Portal
Priority Mail
Ready for e-File
e-Fle Acceptance
Notes to add upon Set Up
Documents have been received:
Paper
Electronic
SubmitSOON
Online submission is launching soon — reach us directly in the meantime.
Get StartedPrefer to talk first? Call 762-847-0126.
