OUR PROCESS
At Queen Tax Solutions, we strive to make your tax preparation experience seamless and stress-free. Our client journey is designed to guide you through every step, ensuring you receive personalized attention and expert guidance. Here's what you can expect:
Initial Consultation
Onboarding
Preparation
Client Review
Filing
Post-Filing Support
1
Initial Consultation
Your journey begins with scheduling an initial consultation through our user-friendly online platform. During this consultation, we discuss your unique tax situation, understand your needs, and outline how our services can benefit you. After the consultation, we follow up with a summary of our discussion and the next steps.
3
Preparation
Our certified tax preparers meticulously enter your tax information into our system, applying the latest tax laws and regulations to your situation. They thoroughly review the return, ensuring accuracy and optimizing deductions and credits to maximize your potential savings.
5
Filing
Upon your approval, we send the tax return to you for electronic signatures and then file it electronically with the IRS. We monitor the filing and inform you once the IRS accepts your tax return.
2
Onboarding
Once you decide to proceed, we guide you through the onboarding process. This includes completing a comprehensive tax organizer and securely uploading your tax documents through our secure client portal. Our team then reviews and organizes your documents, ensuring a smooth preparation process. We conduct an initial review and send you an invoice for our services.
4
Client Review
We present the prepared tax return to you in a review meeting, discussing the outcomes and addressing any potential adjustments or concerns you may have. If needed, we make any final adjustments to ensure your complete satisfaction.
6
Post-Filing Support
Once your filing is complete, we remain by your side. We follow up to ensure your satisfaction and discuss any future tax planning or advisory needs you may have. Should any issues arise, such as a return rejection or request for more information, we stand ready to support and resolve them on your behalf and remain available for any questions or future assistance you may require.
At Queen Tax Solutions, we are committed to making tax preparation a hassle-free and empowering experience for our clients. Our knowledgeable team and streamlined process ensure that your tax journey is smooth and efficient.