📝 At a Glance – 5 Simple Steps

1. Book Your Consultation – Schedule online — choose in-office, phone, or video.

2. Get Portal Access – Receive a secure login, sign your engagement letter, and complete your Smart Organizer.

3. Upload Your Documents – Use the portal (or mobile app) to upload tax forms and prior returns.

4. We Prepare & Review – Our team prepares your return, communicates through the portal, and provides it for review.

5. E-Sign & File – Once signed and paid, we e-file your return and store it securely in your portal.

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👉 Need more detail? Keep reading for our step-by-step process.

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🔎 Step-by-Step Process

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Step 1: Schedule an Appointment

Book your consultation directly through our website.
👉 Schedule Your Appointment Here

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Appointments are available in-office, by phone, or via video call. You’ll receive a confirmation email with your appointment details.

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Step 2: New Clients – Portal Setup

After booking, new clients will receive an invitation to join our secure TaxDome Client Portal.

• Create your account with a username and password.

• If you file jointly, provide your spouse’s full name and a separate email address.

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Step 3: Access the Client Portal

You can log in through our website (Client Portal link) or download the TaxDome app for easy access from your phone.

• Mobile app = upload and scan documents directly.

• Web access = full features from your computer.

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Step 4: Engagement Letter & Organizer

Inside the portal, you’ll find:

• Engagement Letter (must be signed before work begins)

• Smart Organizer (questionnaire that adapts to your situation)

• Tax Preparation Checklist (Deductions & Credits)

✅ Work begins only after:

• The engagement letter is signed

• The Smart Organizer is completed

• All required documents are uploaded

👉 New clients should also upload the last two tax returns they filed.

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Step 5: Completing the Smart Organizer

• The organizer adapts to your answers (single, married, dependents, etc.).

• Your responses save automatically, so you can complete it at your own pace.

• Completing it online saves your information for future years, making the process faster.

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Step 6: Uploading Tax Documents

You can upload all necessary documents through the portal:

• Scan and upload from your computer.

• Use the mobile app to create high-quality PDFs.

⚠️ Please avoid blurry photos of documents.
📌 New clients: upload your last two tax returns.

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Step 7: Submitting Your Organizer

When your organizer is complete, click Done Submitting to notify our team.

• If you have questions, use the Portal Chat and we’ll respond promptly.

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Step 8: Preparing Your Return

Once your organizer and documents are received, our team will begin preparing your return.

• If we need clarification, we’ll reach out through the Portal Chat.

• You’ll receive updates as your return progresses.

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Step 9: Review & E-Sign

When your return is ready:

• We’ll upload it to the portal for you to review.

• You can e-sign securely online.

• After your signature and payment, we will e-file your return.

Prefer in-person review? Schedule an appointment via our website. 👉 Book Here

We’re happy to explain any part of your return before you sign.

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Step 10: Finalizing & Receiving Your Documents

After e-filing, you can choose:

• Certified Mail delivery of your client folder (extra fee may apply).

• Office Pickup (schedule through our website).

• Portal Storage — secure, 24/7 access to your past returns and important documents.

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💳 Final Invoice, Payment & Retainer Policy

• Invoice Delivery: Once your return is complete, you’ll receive your final invoice via email. Invoices can be paid securely online. If you prefer to pay in person and pick up your paperwork at the same time, please schedule an appointment online.

• Payment Required Before Filing: Tax returns will not be filed until the invoice is paid in full.

• Final Invoice Calculation: Your final invoice is based on the complexity of your return (forms, states, investments, income level, and record organization).

• Retainer Fee: A retainer may be required if you are filing multiple prior-year returns. The retainer will be applied to the first invoice. Each year’s return is billed separately once completed.

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👉 Your exact cost will depend on the complexity of your return.

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