Maximize Your Tax Savings with Michelle Barrera CPA
OUR TAX PREPARATION PROCESS - STEP BY STEP!
Our team of tax experts will work with you to create a tax plan that minimizes your tax liability and maximizes your deductions, saving your earned dollars each year!
TAX PORTAL REQUEST
Our team will send you a request via our tax portal (Pro-connect Intuit Link).
Please accept this invitation.
Select "Create an Account" if you have not yet set up the respective email address with the Pro-Connect Intuit Link tax portal. Please contact us if you have any questions or concerns in signing up at the portal.
Returning users, will be able to sign in using the same email address used for registration.
DEPOSIT
Once we receive a submission at the Intuit Link, we will send a deposit invoice request for the initial tax return reservation deposit of $100.
By specific request only, we will send deposit reservations beginning just at $50.
PREPARE
We will prepare and process your return with any follow ups to you.
FOLLOW UP
Once the follow ups have been sent and received, if any, we will then finalize the preparation of the return.
STRATEGY SESSION
As we address follow ups and prepare for the final review, you may also be welcome to schedule a "Strategy Session" meeting as relates to these matters at this following link: https://outlook.office.com/bookwithme/user/877ec50463744de495dd244cd276b854%40mbcpa.org?anonymous&isanonymous=true
REVIEW
Once the return is finalized, we will provide a copy of the return for your review.
SIGN
With the copy of the return will be electronic signature authorization.
Please let me know if there may be any concerns with your tax documents prior to signing the return for filing. We may also schedule a "Strategy Session" meeting as relates to these matters prior to signing the electronic authorization.
FINAL INVOICE
Once electronic signature authorization has been received, we will send the final invoice. The final invoice is reduced by the initial deposit made earlier.
FILE (FINALLY!)
We will file the final return.
Sometimes follow ups arise after the return is file due to diagnostics within the filing systems. We will work diligently to address these.
CONGRATULATIONS!
We will send you a copy of the final accepted return and an email with confirmation of acceptance IRS and any related state tax filings! Congratulations! We did it!
We look forward to working together again in the years to come!