🧾 Tax Preparation Process

Our tax preparation process is designed to keep everything clear, organized, and secure. Below is what to expect when working with Litherland Tax & Accounting Services, LLC (“LTAS”).

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Tax preparation appointments are currently available for returning clients and current-client referrals only. Appointments are currently offered by phone or video meeting unless otherwise confirmed by LTAS.

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📅 1. Schedule Online

Book your consultation directly through our website. You’ll receive a confirmation email with appointment details.

Appointments are currently offered by phone or video meeting unless otherwise confirmed by LTAS.

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🗂️ 2. Portal Access

Current clients may upload documents securely through TaxDome.

New or returning clients who need portal access will receive instructions from LTAS when appropriate.

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📝 3. Required Steps Before We Begin

Before we begin preparing your return, the required steps must be completed.

This may include:

• Signing the engagement letter
• Completing the questionnaire or organizer
• Uploading requested tax documents
• Providing prior-year returns, if requested
• Paying any applicable retainer

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LTAS cannot start preparing your return until the required information has been received.

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📤 4. Upload Your Tax Documents

Tax documents should be uploaded securely through TaxDome whenever possible.

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Common documents may include:

• W-2s and 1099s
• Mortgage interest statements
• Brokerage statements
• Business income and expense records
• Rental property information
• Prior-year tax returns, if requested
• IRS or state tax notices
• Any other documents requested by LTAS

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Clear PDFs or high-quality scans are preferred.

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🔍 5. Preparing & Reviewing Your Return

Once everything is in place, our team will prepare your return.

If additional information is needed, we will contact you through TaxDome or another approved communication method.

When your return is ready, you will have an opportunity to review it before filing.

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✍️ 6. E-Sign, Pay & File

Before your return is filed:

• You must review your return
• Required e-signatures must be completed
• Your final invoice will be sent by email and must be paid in full
• Any additional filing authorizations must be completed

Tax returns will not be filed until all required signatures are completed and the invoice is paid in full.

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📁 7. Receive Your Completed Return

After your return is filed, your completed tax return and related documents may be made available through TaxDome or another method approved by LTAS.

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📌 Important Notes

All tax preparation rates are starting rates. Final invoices are based on the complexity of your return, required forms, number of states, business activity, record organization, responsiveness, and overall scope of work.

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A retainer may be required for prior-year returns, amended returns, complex filings, business returns, or other matters requiring significant time before completion.

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Please provide complete and accurate information. Missing, delayed, or incomplete documents may delay preparation or require rescheduling.

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