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Once You're Ready to Join the CPS Family:
1. You will receive an invitation to our client portal.
2. Sign up to access and share documents securely.
3. Staff member will send you an engagement letter for your signature.
5. Final review to ensure documents are accurate for smooth transition.
6. Remember: we don't just do taxes—we also offer guidance and education.
4. Staff member will request data (name, DOB, etc.).
On Boarding
1. Data Gathering: Collect relevant financial documents.
2. Data Organization: Organize data for tax purposes.
3. Tax Calculation: Subtracting eligible deductions, credits, and considering special previsions that may apply to client from total income.
5. Review & Verification: Senior tax professional ensures calculations are accurate and all applicable tax laws are followed.
6. Client Presentation: Client reviews and approves return.
4. Draft Preparation: Preliminary draft of the tax return for internal review, and client verification.
Steps for Tax Preparation Process
8. Submission: Submit tax return by mail or electronically to appropriate tax entities, and ensure deadlines.
7. Finalization: Once approved, return will be finalized and will ensure all necessary signatures are obtained.
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