Elweiss Financial

Process

1. Initial Free Consultation: Video conference discussing client needs & giving initial estimate of cost.
2. SecureFilePro drop box setup: You will receive an email containing a link to set up your SecureFilePro account for exchanging paperwork and client data through an encrypted drop box.
3. Data gathering & Tax preparation: Client will receive one or more questionnaires to fill out and submit along with their income documents to start the preparation process. If any extra information is needed to finish the tax return, then it will be requested of the client as needed.
4. Final review & signatures: Summary of final return will be sent to client for review. Once client approval is obtained, signature documents will be sent to client for final sign off of the return.
5. Submission of return: Return will be submitted, and once accepted client will be notified via email. Attached to this email will be the invoice, and payment will be due within two weeks of this date. There is an option to break payment up into two equal payments (if client is unable to pay in full), the first payment due two weeks after submission date, the second due four weeks after submission date.