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Virtual Tax Preparation
Follow this "step by step Virtual Process" to have your taxes completed in a timely manner
STEP 1
1) You (the Client) can make an appointment with Generational Wealth if needed by clicking here:
SCHEDULE APPOINTMENT
2) If an appointment isn't needed and you are ready to go, please click on the link below to access the portal and create and account.
Then proceed to
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Complete the tax organizer
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Sign the engagement letter
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Sign the Consent to Use
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Sign the Consent to Disclose
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Upload your documents.
STEP 2
At Generational Wealth Financial Services, we provide comprehensive tax preparation services. Our team of certified tax professionals will review ALL deductions and credits available to you. We take the hassle out of filing your taxes so you can get your refund quickly and accurately.
STEP 3
As part of our Tax Return Review service, we offer an in-depth look at your tax return to ensure it is accurate and complete. We will upload a copy of your return in the client portal, and schedule a call to review your return and explain any next steps to you, such as filing an amended return or providing additional documents.
This information in this review will include your return amount or the amount that you may owe, along with the final price for the service. We can also provide additional financial/tax planning advice to help you make the most of your future tax returns/finances.
Please feel free to email your Tax Professional with any concerns!
STEP 4
Once the review is complete, the client will need to:
1) Review & Sign the Return (The Tax Professional will upload in the Client Portal)
2) The invoice should also be in the Client Portal, however pay options will be discussed with the client. if you would like to go ahead and make your payment, you can click below