Procedure to Process Tax Returns

  1. Initial meeting with future client
  2. I will provide you an estimate for my services
  3. Tax Engagement Letter
  4. Client payment
  5. Client submits documentation and fills out tax organizer
  6. Barry prepares income tax returns
  7. Client reviews and approves tax returns
  8. Barry prepares E-file authorization forms
  9. Client electronically signs E-file authorization forms
  10. Barry E-files income tax returns
  11. Barry notifies client - IRS and FTB accepted E-filed tax returns
  12. Barry emails engagement completion letter

If you want to work with someone you can talk to and form a long term professional and personal relationship, please call Barry J. Kohn at 619-252-7970 or email me at barry@bjkcpa.com.