Gather all of your necessary tax documents. Deliver them to us using the option most convenient for you:
What tax documents do you need? Click here!
Using the information you provide, we will do what we do best-prepare your tax return. Our goal is for a minimum 7-day turnaround. If we need any additional information to complete your return, we’ll get in touch.
A lot of our clients like to schedule a time with us. If that is your preference, please schedule away! For everyone else, our office will reach out to you within 7 days from the time we get your tax documents. For more information about appointments, please see the FAQ toward the bottom of this page.
By this step, you will know exactly what the outcome of the return is and, hopefully, have had all of your questions answered. Prospect uses SafeSend Returns to assist with a secure and efficient signing process. This is done via email with instructions to:
To learn more about SafeSend Returns and see what to expect, click here for a short YouTube video from SafeSend Returns.
If other arrangements (for example, signing in person at the office) have been made, those arrangements will be followed.
We have created the following resources to help you understand what we will need to complete your tax return:
Our primary appointment method is going to be virtual (either by phone or Zoom) due to our changes in tax return preparation process over the past 3 years.
The tax professionals will make themselves available for in-office appointments on a limited basis to clients with special circumstances and needs. We ask our clients to work with us again this year and use the resources we have provided. If you desire an in-office appointment, please contact our office. We can be reached by phone at 909-797-3140 or by email at email@example.com.
Please refer to this webpage for more information: https://prospecttax.com/taxprocess
No appointment is necessary. You can drop off documents any time during normal business hours. Or you can upload documents to your online Client Center account any time. If you need to explain your situation or tax documents before we get started, just let the Prospect team know and we will arrange for a phone call before your project gets started.
The Client Center is our online client portal. You can use the Client Center to:
Part of our new process includes a Virtual Appointment (phone or web meeting) with you after the initial preparation of your tax return. Since most of the busy work will be done, we will use all of our time to review your taxes together, ensure nothing has been missed, answer your questions, explain the next steps, and do some planning for the coming year. The goal is for you to leave this meeting feeling great about your tax return and completely in control of the process! Of course, if questions come up before you sign, just let our team know so they can connect you with your Tax Pro.
Yes! If you would like to schedule your Virtual Appointment (phone call or web meeting) in advance, please call our office at 909-797-3140 or use the following links: John – www.caIendIy.com/johnhopkins JoeI – www.caIendIy.com/joelhendriks Matt – www.caIendIy.com/mattkaiser
If you haven‘t scheduled an appointment in advance, we will contact you as soon as your documents are received by our office.
All Individual income tax returns can be signed electronically. The IRS doesn‘t allow electronic signature for Corps, Partnerships, Trusts, or Estates. When your tax return is complete, you will receive an email that walks you through the process. We use a service called SafeSend Returns to assist with these final steps of the tax return process.
Once your tax return is signed and we’ve received your signed documents, we will electronically file your income tax return. There is nothing left for you to do except pay your invoice to us and track your refund (www.irs.gov/refunds) or pay your balance due (www.irs.gov/payments).
Our primary appointment method is going to be virtual due to continued COVID-19 restrictions. However, each tax professional (Joel, John, and Matt) have opted to individually chart their own course in regards to in-office appointments. John’s circumstances allow for no in-office appointments. Matt and Joel will make themselves available for in-office appointments on a limited basis to clients with special circumstances and needs. We ask our clients to work with us again this year and use the resources we have provided. If you desire an in-office appointment, please contact our office. We can be reached by phone at 909-797-3140 or by email at firstname.lastname@example.org.
Yes! If you would like to schedule your Virtual Appointment (phone call or web meeting) in advance, please call our office at 909-797-3140 or use the following links: john – www.caIendIy.com/johnhopkins JoeI – www.caIendIy.com/joelhendriks Matt – www.caIendIy.com/mattkaiser