the process
once you've hired us to file your taxes, what happens next?
Consultation
During this initial consult, we'll both make sure that working together is a good match.
Proposal
Once you decide to hire Tree City Tax Service, we'll send you a proposal laying out the terms of our work together.
Deposit
When you sign your proposal, you'll make a deposit and enter the queue!
Personal Information
Complete the assigned organizer so we can complete the setup on your account.
Document Upload
Upload your documentation by the assigned deadline (for tax season, the deadline is March 2).
Tax Preparation
Once we've got what we need, we'll prepare your taxes and set up a time to review together.
Review and File
We review your taxes together* to make sure you don't have any questions, then we file!
*If you just want us to file without a final review, that's okay too!
Settle Invoice
Pay any remaining fees due after your initial deposit is applied to your balance.
Offboard and Next Steps
Done! We'll upload your completed return(s) to your client portal and answer final questions.