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Our Tax Prep Process

A simple guide to getting your tax return prepared by our experienced tax preparers.
  • 1
    Tax Season Startup Form

    Let us know that you'll be returning or joining JMCPA as a client for the 2022 tax season to kick off the process.

    Submit Form
  • 2
    Engagement Letter

    You will receive an email notification once your letter of engagement is ready for e-signature within your TaxDome portal.

    Portal Login
  • 3
    Tax Organizer

    You will receive an email notification once your 2022 tax organizer is available to complete within your TaxDome Portal as well.

    Portal Login
  • 4
    Upload or Drop Off Documents

    Upload documents through our secure portal site, TaxDome, or drop them off at our office. New clients may register for an account from the login page.

    Upload Documents
  • 5
    Wrap-Up Appointment

    After we've received your completed tax organizer & tax documents, we will reach out to you to book a wrap-up, which may be done virtually or in person. You may also opt for us to simply upload a copy of the return for your review without a meeting.

    Request Appointment
  • 6
    Review, Sign, & Pay

    Review your return, complete signatures, and pay your invoice - all from your portal! Once your return has been e-filed and accepted, you will receive an email notification to confirm.

    Portal Login

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

Have been with Josh Mauer for over 3 years now. Him and his staff are always available with any questions you have and ensure to have your best interest in mind with quick responses and detailed information. Highly recommend Josh Mauer CPA!

Juli Valenti

Josh and his team have been great over the past few years. They do my personal taxes as well as my business taxes and using them to deal with both of these large tasks gives me great peace of mind. Thank you so much Josh.

Sherri Wolverton

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

Our Team

Get to know the JMCPA team!

Get in Touch

7707 West 151st Street, Overland Park

Email: [email protected]
Phone: (913) 815-1550
Give us a call or send a message anytime - we endeavor to answer all inquiries within two business days.