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Our Tax Prep Process

A simple guide to getting your tax return prepared by our experienced tax preparers.
  • 1
    Upload or Drop Off Documents

    Use our secure portal to upload documents or drop them off at our office. New clients may request portal access with a quick email request.

    Upload Documents
  • 2
    Book a Wrap-up Appointment

    After ensuring we have all tax documents for the desired tax year, book a wrap-up appointment with either of our experienced tax preparers. If you prefer a remote wrap-up, simply leave a note during your booking.

    Book Appointment
  • 3
    Meet with Our Staff

    Come on in to review your tax return and complete the filing process. If a remote wrap-up is elected, our staff will send your return electronically for review and will be available for any questions you may have.

    Meet Our Team

What our customers are saying about us

Josh and his team have been a great resource to our firm over the past year. Often times Josh will go out of his way to respond to technical questions in peer groups and share his ideas as to operational efficiencies and improving client service. As a peer in the industry, it's extremely valuable to brainstorm with professionals that strive to be the best at what they do.

Tom Williams

My wife and I had Josh and his team recommended years ago. It has been excellent service ever since. We had been doing taxes ourselves or using other cookie cutter tax places. Since the change we don’t pay hardly anymore to get taxes done and I know they are done right.
Our yearly tax meeting with Josh is great and easy. We drop off tax info a week ahead and then stop by and go over it. Could not be easier and Josh is extremely knowledgeable.

Jacob Huppert

Thoughtful CPA who was wonderful for my taxes and my family's business taxes. Trusted and valued!

Amy Blume

I have several companies with Josh Mauer CPA and have since 2013. He has been a valuable extension of my companies!

Phillip Hill

I have used Josh for 7 years now for multiple businesses and have been so impressed with him. Not only does he do a great job, but he has saved me money and helped me run my businesses better. If you need a great CPA to help you grow your business, run your payroll, do your taxes, or accounts payable you can't go wrong with Josh. (No, I am not family, he is just that good!)

Richard Blackham

Very professional and helpful. I also like the way they explained everything to me. This is my second year using them for my taxes, and I will be back again next year.

David Cole

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Ready to reach out and talk?

Our ability to deliver outstanding results for our clients starts with our smart and capable team.

7707 West 151st Street, Overland Park

Email: info@joshmauercpa.com
Phone: (913) 815-1550
Give us a call or send a message anytime - we endeavor to answer all inquiries within two business days.