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Tax return preparation generally takes 2-3 weeks upon receipt of your full information. An Annual Organizer, any supporting Worksheets, and all documentation must be provided before we can begin. Returns are not processed while you wait. Once complete, a digital copy of your tax return with all supporting documentation will be provided on your Client Portal through email notification. Signature requests will be prompted to authorize the e-filing of your taxes. Your invoice will be provided with your tax return. Payment is taken automatically on the invoice’s due date from the account submitted on your Payment Authorization Form. Receipt of E-file Authorization Signatures do not affect the invoice due date. If you disapprove your tax return, TAI may review and make adjustments which could accrue a redo fee if inadequate or incorrect information was provided by you.

Once all e-file authorization signatures are received and invoice payment is funded, your tax return will be e-filed.

In the event of paper filing a tax return, TAI will prepare the hard copy for mailing and provide instructions to complete. Your invoice must be fully paid and funded before we will release the paper filing copies to you.

All required information to prepare any tax return must be received 4 weeks before any IRS filing due date to guarantee on time filing. This includes extension IRS due dates.

Submit your information via the Client Portal, in-office, or by mail. A secure drop box is available at our main entrance for after business hours. Do NOT email any documents or confidential information to avoid the risk of identity theft. Visit thomsonaccounting.com for the list of Annual Organizers and Worksheets specific to your tax situation to complete and provide along with your tax documents. Existing clients may request a personalized checklist based on their prior years’ return prepared by TAI.

Tax preparation fees are based on the complexity of the tax return and vary from client to client. This fee covers your tax preparation, a digital copy of your taxes, and filing of the tax return. This service may only be completed per the client’s responsibility to sign the E-File Authorization forms and receipt of successful payment.

Payment is due when your taxes are completed. An invoice will be provided with your tax return with a due date reflecting 3 business days upon receipt. The account on your Payment Authorization Form will be processed as per our payment terms. TAI reserves the right to not process your tax return electronically until payment has funded.

Tax Return Preparation does not include any additional consulting/planning, assistance with notices, or contacting our office for a refund status. All are a separate billable services. Links to check status of refunds are available on our website or may be found on the state agencies websites. TAI charges $25 fee to check your refund status. Consulting appointments for all tax planning and inquiries are available as a billable service. Complex email or phone inquires may incur a fee depending on the accountants’ time, research, or calculations involved.

TAI does not audit the information you provide. TAI may offer guidance, but reserves the right to not prepare a tax return that has inaccurate income or expenses or is considered misstated in any way. There are strict guidelines for preparers and licensed CPA’s and we must adhere to those guidelines and will not jeopardize that license under any circumstance.

Existing clients who have had personal taxes prepared by TAI in the previous tax season, that have not provided their information in time, or have made no contact will automatically be placed on a filing extension at no charge. This courtesy will remain active unless you request termination of services or we have not heard from you by the second tax filing year. If you are a new client, business client, or other organization type in need of an extension, please contact us.