Our Tax Prep Process
A simple guide to getting your tax return prepared by our experienced tax preparers.
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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
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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
