US Taxes

To ensure your taxes are prepared accurately and efficiently, we have outlined simple steps to follow.

To get started with your taxes:

• Review the Checklist and gather all applicable documents: While the checklist may appear extensive, you only need to collect the documents that apply to your situation.
• Complete the Client Information Sheet (CIS): Please sign the engagement agreement provided within the CIS.

Upload your documents securely:

• Upload the completed Client Information Sheet (CIS) and your tax documents to our secure portal or email.
• To upload: Please contact us for an invite email to sign up.
• Email: info@workmytaxes.com
• Fax: (201) 338-6482

Set up an appointment to complete your tax return:

Schedule a Tax Interview, the interview is an interactive process where our tax specialists ask you a series of simple questions to gather all necessary information and documents for your return, which can be conducted by phone or in person, based on your preference.

• Telephone/Zoom Interview (Preferred): We can conduct the interview by phone or video conference. Please remember to send your documents at least 24 hours before the interview.
• Personal Visit (by appointment only): If preferred, you can visit us in person by appointment, as we operate from multiple locations.

Pay Fees for Tax Preparation:

• Please note, our fees is due once we begin working on your taxes. Our fees can be paid via Zelle, Cash, Check, Venmo, A 3% surcharge applies to Venmo payments.

Review your Draft Returns:

• After the tax interview, our tax experts will prepare your return and send you a draft copy once payment is received. Please carefully review the information before we finalize it.
• The draft return will be shared through a secured online link or password-protected PDF for security reasons.

Filing of Federal and State Returns:

• Once you approve the draft, we will eFile your tax returns, if eligible. If your return is not eligible for e-filing, we will provide you with a copy and instructions for mailing it to the appropriate authorities.

Get a Copy of Your Final Tax Return:

• You will receive a copy of your final tax return through a secured online link. Please download and save it for future reference.
• If you need an additional copy after the filing process is completed, you can request one through our website for a nominal fee.

Payment of Your Tax Dues to Tax Authorities:

• If you owe taxes to the federal or any state authorities, they must be paid by April 18th to avoid penalties.
• You can pay your tax dues in the following ways:
  • Opt for direct bank withdrawal via your tax return by providing your bank account and routing numbers to the tax authorities.
  • Pay online through the provided link.
  • Pay by check, with instructions available in the first few pages of your final tax return copy.
• Whichever payment method you choose, it is your responsibility to ensure the payment is processed on time.