5 Steps to Complete
Your Virtual Tax Preparation

Sign

Engagement Letter

This outlines the scope of work and the timeline for filing taxes.

SIGN HERE

Fill Out

Client Intake Form,
DUE DILIGENCE FORM + SCHEDULE A

We have prepared a questionnaire to verify the taxpayer’s income and other related information about taxes for the current year. With this, we can identify the amount of taxes and its returns.

CLIENT INTAKE FORM

Submit

business organizer form

If you are Self-Employed/Business Owner, please perform this step.

SKIP THIS STEP if you are not any of the above.

BUSINESS ORGANIZER FORM

Sign

Consent To Use & Disclosure

A consent from the taxpayer is required. This authorizes us to prepare the tax documentation on behalf of the taxpayer.

SIGN THE CONSENT TO USE FORM
SIGN THE CONSENT TO DISCLOSE FORM

Meet

A Professional

Click Book Now to schedule a meeting with a professional from DNC Accounting Solutions, LLC. Tax Preparation Service and the Name of the Professional available have already been pre-selected.

Select your most convenient date and time to book an appointment with us.

BOOK NOW
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