Client Support & FAQ - Strategic Financial Reporting, Inc

    2024 Tax Preparation with SFR - What to Expect

    1. 1

      The Tax Team will send you a Tax Organizer via Intuit Link to get started

      The Tax Organizer will include questions and document upload list forms to support getting optimized results on your tax return.
    2. 2

      Review and Sign your Engagement Letter

      ​How to Complete Your Tax Engagement Letter​​​
    3. 3

      Make a prepayment for tax services

    4. 4

      Send all of your current year's tax documents

      Upload all your current tax documents to Intuit Link and mark the information complete or done when you feel you have all the information you want us to know imputed.  Clients will have 7 days to upload and complete the tax organizer, or a reminder will be sent to complete it. If a lack of communication occurs, deposits may be forfeited.
    5. 5

      SFR will complete your tax return. 

    6. 6

      *Optional—Meet with a Tax Advisor to present the return or a Tax Strategist to discuss strategies for the upcoming year.

      SFR's philosophy is, "It's not what you make. It's what you keep." Let us help you build your dream financial system and net worth.
    7. 7

      The client makes a final payment if applicable

      It's possible we added a form to achieve a better tax result. SFR is aware of these additional costs and balances this with adding complexity. If the additional refund is less than the cost of the additional form, it will not be added unless required by the IRS. 
    8. 8

      SFR will send your completed return to you for signature and approval.

    9. 9

      You will sign and approve the tax return.

    10. 10

      SFR will file your tax return