Tax Cooler

Your Tax Appointment Experience

1. ✪ Initial discussion to understand your tax situation and collect required information and documents.
2. ✪ Review of your documents and prior year returns.
3. ✪ Estimate our Service fee and get your approval ( For complex works or First time filing with us, we may need an advance fee payment of $100)
4. ✪ Preparation of draft returns and clarification of any questions and providing your refund/balance due estimates.
5. ✪ Fee Payment completion
6. ✪ Share your tax filing copies, Final review, get your approval before e-filing submission.
7. ✪ Delivery of Final copies & continued support for notices and Tax planning year round.