Tax Preparation

Tax Preparation: How to Get Started

We Make Tax Season Simple

Whether you’re a new client or returning for another year, our goal is to make tax preparation as easy, secure, and stress-free as possible.

Step 1: Schedule a Complimentary Consultation

Every new client begins with a complimentary consultation.

During this conversation, we’ll:

  • Learn about your tax situation.
  • Answer your questions.
  • Discuss any unique circumstances, such as self-employment, rental properties, investments, or major life changes.
  • Determine whether Lee CPA Services is the right fit for your needs.

If we’re a good fit, we’ll explain our process, fees, and expected timeline.

Step 2: Sign Your Engagement Letter

Before we begin preparing your return, you’ll receive an engagement letter outlining:

  • The services we’ll provide
  • Our responsibilities
  • Your responsibilities
  • Our fee structure

Work begins once the engagement letter has been signed.

Step 3: Receive Your Secure Client Folder

Protecting your confidential information is one of our highest priorities.

You’ll receive a secure document upload folder where you can safely submit your tax documents.

For your security, please do not email tax returns, Social Security numbers, or other confidential tax documents. Instead, use your secure client folder for all document uploads.

Step 4: Upload Your Tax Documents

We’ll provide a customized checklist based on your tax situation.

Common documents include:

  • Prior-year tax return (new clients)
  • W-2 forms
  • 1099 forms
  • Mortgage interest statements (Form 1098)
  • Property tax information
  • Brokerage and investment statements
  • Retirement income documents
  • K-1s
  • Business income and expense records
  • Rental property information
  • Charitable contribution records
  • Other tax-related documents

Once everything has been uploaded, we’ll confirm that we’ve received your information and let you know if anything else is needed.

Step 5: We Prepare and Review Your Return

Our team carefully prepares your tax return with accuracy and attention to detail.

If we have questions or need clarification, we’ll contact you promptly to avoid delays.

As part of our review, we’ll also look for available deductions, credits, and planning opportunities that may benefit you.

Step 6: Review Your Completed Return

Once your return is complete, we’ll provide a summary of the results and explain:

  • Your refund or balance due
  • Any significant changes from prior years
  • Estimated tax payment requirements (if applicable)
  • Important filing deadlines
  • Recommendations for future tax planning

We’ll answer your questions before filing so you feel confident about your return.

Step 7: Sign and File

After you’ve reviewed your return:

  • We’ll obtain your electronic signature.
  • Electronically file your federal and state tax returns.
  • Provide confirmation that your return has been accepted by the taxing authorities.
  • Deliver a secure electronic copy of your completed return for your records.

Step 8: We’re Here After Tax Season

Our relationship doesn’t have to end after your return is filed.

We’re available throughout the year to assist with:

  • Tax planning
  • IRS notices
  • Estimated tax payments
  • Business questions
  • Life changes that may affect your taxes

If your situation changes during the year, we’re here to help.

Our Commitment

When you work with Lee CPA Services, you can expect:

✓ Secure handling of your confidential information

✓ Clear and timely communication

✓ Accurate, thorough tax preparation

✓ Transparent pricing with no surprises

✓ Personalized service tailored to your situation

Our mission is to make tax preparation straightforward while helping you make informed financial decisions year-round.

We look forward to serving you!

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