At Cloud Tax Team, we have designed a remote tax preparation process that is automated, efficient, and secure. Why stress out over complicated question-and-answer tax software packages when credentialed tax preparers can do the work and bear the stress for you? Why make an appointment and visit a tax preparer’s office, or drop by a storefront office and wait in a loud and busy waiting room when we can help you from the safety and comfort of your home? Our process is simple, and our pricing is affordable, reasonable, and transparent.
STEP 1: GETTING STARTED
Click on the “Get Started” tab, choose your client status, complete the online questionnaire, and click “Submit.”
STEP 2: RECEIVE YOUR WELCOME EMAIL
After you press submit, you will receive a welcome email containing a list of required documents that we need to prepare your returns.
STEP 3: EMAIL YOUR DOCUMENTS
Once you have gathered all of the documents that we need to prepare your return, email them to us. It’s important that you email all of your documents to us at one time in one email.
STEP 4: ENGAGEMENT LETTER AND INVOICE
When we receive your documents, within 48 hours we will send you an engagement letter and an invoice. The engagement letter requires signatures for both the taxpayer and spouse if you are filing as Married Filing Jointly.
STEP 5: TAX PREPARATION AND REVIEW
Once you have signed the engagement letter and paid your invoice, we will begin preparing your tax returns. Our goal is to email your draft tax returns for you to review within 72 hours. Preparation time may be prolonged if you have not provided appropriate supporting documentation to us, or if your returns are more complex than average.
STEP 6: FILING YOUR TAX RETURN
Once you have reviewed and approved your returns, we will e-file your tax returns. Please note that, depending on filing requirements, some tax returns may need to be paper filed.
STEP 7: RECEIVE YOUR REFUND OR PAY THE AMOUNTS YOU OWE
Under normal circumstances, if you expect a tax refund, your refund will be credited to your bank account in 2-3 weeks (8-12 weeks for paper filed returns). If you owe any taxes, we will include payment vouchers and instructions with your final return.
Let Cloud Tax Team Help
Our professionals will put your mind at ease.