Process for Tax Preparation

John & Stacey Byers

Loan Request Answers

Page 2

PROCESS FOR TAX PREPARATION

January 26, 2017

Dear Client:

Most clients that come in to have their taxes prepared have been doing it for years and the process itself has not changed much. This year, though, we will have a computer available for you to check yourself in. The process itself is very simple and allows you to update any general information (address, birth dates, emails, phone numbers, etc.) that have changed or are simply incorrect. It will also notify us of the changes and let us know that you have arrived and checked-in. We still very much believe in the personal touch so there will always be staff here to greet you. J

FACE TO FACE MEETINGS

1.  Check yourself in with the laptop provided (or with staff) and update any information necessary.

2.  Meet with the preparer to do the return.

3.  Review a “draft” of the return.

4.  Sign the eFile signature pages when you are satisfied the returns are correct.

5.  Pay the preparation fee

6.  eFile the return(s).

If we are unable to finish the return for any reason (missing information, waiting on updated information, etc.) then it will work similar to how it has in the past. The additional steps are:

1.  Retrieve the missing information and provide it to the preparer in one of three ways (by dropping off the missing information, via the Portal that we have previously set up for you through our client database website www.officetoolsportal.com , or via the Portal on our website www.alsmithpc.com). Both websites require the previous username and password you were sent. We can always send you another.

2.  Review the “draft” of the return we send to you via the Portal (or come back in to finish the process).

3.  Sign the eFile signature pages when you are satisfied the returns are correct.

4.  Pay the preparation fee.

5.  eFile the return(s).

SENDING DATA TO US VIA THE PORTAL OR EMAIL

1.  Send your data to us – preferably – using the Portal (it is encrypted and safer).

2.  Review the “draft” of the return we send to you via the Portal.

3.  Sign the eFile signature pages when you are satisfied the returns are correct.

4.  Pay the preparation fee.

5.  Efile the return(s).

Regards,

Staff, A.L. Smith, P.C.