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PERSONAL
TAX PREP

TAX PREP
CHECKLIST

Welcome to our Tax Prep Checklist section. Here, you'll find a list of all the documents you need to send us for your tax return. It's a practical tool to ensure we have everything necessary to complete your taxes accurately and efficiently. Just gather your documents and send them our way. We'll take it from there, making the process smooth and hassle-free for you.

TAX PREP
FEE SCHEDULE

Here, you'll find information about our pricing model for tax preparation services. Unlike traditional flat-rate fees, our pricing is form-based, meaning the final cost depends on the specific forms required to complete your tax return. This ensures you only pay for the services you need. Transparency and fairness are at the core of our pricing approach, ensuring you receive quality service at a reasonable price.

Effective tax preparation and planning can help you to minimize your future tax liability.

We can help you manage your tax issues and understand your status. We understand the latest state and federal tax laws that may affect you. Contact tax@jbhfinancialservices.com with any tax questions you may have.

 

 

All clients (new and returning) are required to complete the client data sheet. You are able to save and return as needed. You will also have access to our new client portal where all documents will be stored for safekeeping.

All tax preparation is virtual!!! Once your client intake sheet is completed, any requested clarifications will be communicated via email from our office.

 

If you desire to have a one-on-one virtual office session, feel free to schedule an appointment using our Book Online feature to set up a consultation.

Step 1: Start Client Intake Process

1. Sign Up for Client Portal

2. If you want to speak with the admin for a walkthrough call 888-550-7162 or book a call

3. Current Year Tax Filing

4. Prior Year Tax Filing-If you are needing to file a prior year tax return, please complete the client intake sheet for that year in the client portal

Step 2: Start Your tax professional will review your documents and reach out with any clarifications if necessary.

Your tax professional will review your documents and reach out with any clarifications if necessary.

Step 3: You return will be sent to you for review, signature, and payment (if applicable).
Step 4: Your return will be transmitted to the IRS 
Step 5: You will be sent a final copy of your return and link to track your refund
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