Client signs engagement letter and pays preparation fee in advance electronically.
Checklist & shared folder provided by LFCA
Client gathers documents and uploads to shared folder
LFCA begins return preparation and correspondence follows
LFCA uploads draft return to shared folder
Clients reviews draft and submits written questions to LFCA
LFCA provides a link to schedule zoom meeting
Client signs e-File forms electronically
LFCA e-Files Return
LFCA uploads e-File acceptance document to shared folder*
Potential client receives link to questionnaire and provides LFCA with prior year tax return
LFCA provides estimated preparation fee** and provides a link to schedule complimentary 20 minute phone call
Potential client accepts fee and becomes a client.
*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.
February 15th- April 15th
Saturday by Appointment Only
April 16th-February 14th
By Appointment Only
Tuesdays & Thursdays 11am-5pm