Our Process

Developed with your ease in mind, our process brings together the best digital experience cloud software has to offer. See below for a step-by-step outline of how easy your next tax season could be.

An All-Digital Tax Season

Step 1: Contact Us!

We would love to hear from you! Whether you prefer to talk on the phone (+1 865-377-3625), via email (hello@accesscpa.com), or want to setup a video conference, we have an option for every communication preference.

Step 2: Sign Your Engagement Letter & Submit Your Retainer

Now that we’ve had our introductions and decided that our partnership is an excellent fit, we can take care of the legalities. First an engagement letter is sent to your email address for review and digital signature then you will receive an invoice for the retainer discussed during our intital meeting. This is always a portion of the services that you request to be rendered and applies towards your final bill.

Step 3: Upload Documents to Your Client Portal

After we receive your signed engagement letter and your retainer, a portal will be created for you hosted by our secure cloud document storage system. You will then be able to upload any requested document like prior year tax returns and current year tax documentation. Signed copies of your engagement letter(s) and prior year tax return(s) will also be available here 24/7.

Step 4: We Prepare Your Return

After all requested information has been uploaded we will begin to prepare your return. We pride ourselves on both our efficiency and our throughness so as we review your information and prepare your return we will keep in contact with you via email and telephone to ask questions, clarify any details, or request missing information.

Step 5: Review Your Return & Sign Electronically

Once your tax return has been prepared it will be uploaded to our digital signature platform for your review and any necessary signatures.

Step 6: Finalized Return is Uploaded to Your Portal

Once all the signatures for your return have been captured, your tax return will be filed electronically and a copy uploaded to the client portal for your records.

Step 7: Pay Your Final Invoice

The final invoice for your services will be sent from our office digitally to the main contact email address on file. All invoices are due on receipt and can be paid via check, ACH Debit, or credit card (on request as fees may be added.)

About Our Services

Tax Preparation

We strive to provide our clients with stress free tax deadlines by being proactive in determining tax liabilities and available deductions. Tax planning services are offered throughout the year to limit surprises on due dates.

Tax Planning

Planning is the key to success. We take a proactive appraoch and recommend tax saving strategies to maximize your afer-tax income. We make it a priority to enhance our knowledge of the current tax law, complex tax code, and new tax regulations by attending frequent continuing professional education, seminars, and staying up to date with global news.

Consulting & Advisory

With thirty years of tax, business, and oganizational expertise our team can help with a variety of consulting and advisory projects including, business development, expansion, transitions, and interim CFO services.

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