Process

Existing Clients

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01


Client signs engagement letter and pays preparation fee in advance electronically.

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02


Checklist & shared folder provided by LFCA

et-

03


Client gathers documents and uploads to shared folder

et-

04


LFCA begins return preparation and correspondence follows

et-i

05


LFCA uploads draft return to shared folder

material-

06


Clients reviews draft and submits written questions to LFCA

et-w

07


LFCA provides a link to schedule zoom meeting

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08


Client signs e-File forms electronically

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09


LFCA e-Files Return

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10


LFCA uploads e-File acceptance document to shared folder*

New Clients

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01


Potential client contacts LFCA, preferably email

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02


Potential client receives link to questionnaire and provides LFCA with prior year tax return

et-

03


LFCA provides estimated preparation fee** and provides a link to schedule complimentary 20 minute phone call

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04


Potential client accepts fee and becomes a client.

Fees


 

*See Individual and Business Tabs for packages and if the service is included in your package of choice.
*Fees are custom tailored to the complexities of each tax return. See Individual and Business Tabs for Packages.

The questionnaire is an important tool for us. By completing the questionnaire in advance of the complimentary phone call, you get to bypass the mundane questions and get to the meat of your tax issues and concerns. Also, if there are any particular items that are not in our wheelhouse, we let you know in advance and connect you with a CPA we know will better fit.

Contact me to schedule your tax conversation, email is preferred:

louise@lfcochrane.com

Phone: 510.985.9TAX (9829)

Hours

February 15th- April 15th

Monday-Friday 10:30am-4pm
Saturday by Appointment Only

April 16th-February 14th

By Appointment Only
Tuesdays & Thursdays 11am-5pm

Address

2504 Santa Clara Avenue, Suite A
Alameda, CA 94501

Phone: 510.985.9TAX (9829)
Fax: 510.439.2TAX (2829)

EMail: louise@lfcochrane.com