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Tax Season is here! Discover how our Personal and Business Tax Preparation services can assist you in completing your tax filings.
How We Operate

Our Process

Navigating Financial Excellence: Our Proven Process and Collaborative Approach.
Standup meeting-amico

Communication Methods

We'll guide you in strategizing your tax planning throughout the year.

Our Standard Workflow

Get help with your state and federal tax preparation needs.

Tax Compliance Timeline

Resolve any outstanding disputes or issues with your previous tax filings.

Planning & Advisory Timeline

We offer a wide range of services either stand-alone or as an add-on.

Our Office Hours

Off Season (May - December)

Monday - Friday: 10am - 5pm
Weekends: Closed

Busy Season (January - April)

Monday - Friday: 10am - 6pm
Saturdays: 10am - 3pm
Sundays: Closed

Communication Methods

Telephone Calls

For existing customers with contracts only.

Emails (Preferred)

During Non-Busy Season (May - December): 1 - 2 Business Day Response Time

During Busy Season (January - April): We strive to maintain the highest standards of service; however, please be aware that response times to communications may be longer than usual due to the increased volume of inquiries.

Text Messages / SMS

Responses within 2 - 3 Business Days

Virtual Meetings

Pre-scheduled appointments only.

In-Person Meetings

Pre-scheduled appointments only


  1. Client signs Letter of Engagement
  2. Document Handoff
  3. Client Completes Organizer and Uploads Documents
  4. Preparation Begins
  5. Resolve Queries
  6. Internal Review
  7. Wrap Up and Delivery of Tax Return
  8. Client Pays Invoice
  9. Client Electronically Signs E-File Forms
  10. Tax Return Submission to Authorities


Tax Compliance Timeline

Our standard timeline for tax compliance is as follows:

  • January

    Q4 estimated income tax payment due; Engagement Letter, Organizer Sent; W-2 and 1099s due

  • February

    Pass-Through Entity Information Submission Deadline

  • March

    Personal income tax information and documents due; Pass-Through Entity Tax Return deadline

  • April

    Personal income tax return and Q1 estimated income tax payment deadline.

  • June

    Q2 personal income tax payment deadline.

  • August

    Extended Entity Submission deadline.

  • September

    Extended Individual Submission deadline; Q3 estimated tax payment due; Extended Pass- Through Entity Tax Returns due.

  • October

    Deadline for extended personal income tax returns.

Adhering to deadlines is crucial for a smooth and efficient tax preparation process. Late submissions may necessitate filing for an extension.

Planning & Advisory Timeline

The planning and advisory process is tailored to each client. Deadlines are assigned based on the assessment of your requirements, typically 2-3 weeks ahead of payment deadlines.

Engaging in proactive quarterly planning is highly beneficial. It helps avoid surprises, provides greater flexibility in strategy, and aligns your tax obligations with your cash flow. “It’s better to perform a physical than an autopsy.”

There may be other advisory matters that come up. I strongly encourage you to reach out with questions during the year. It may be a quick answer or lead to a bigger project. We will discuss the issue and explore options to address them at a level you are comfortable with.

  • April

    Q1 Estimate Due

  • May

    Q1 Estimate Due

  • June

    Q2 Estimate Due

  • August

    Q3 Planning Starts

  • September

    Q3 Estimate Due

  • November

    Q4 Planning Starts

  • December

    Q4 Estimate Starts

Have Additional Questions?

Our team would be more than happy to help answer any questions or concerns you may have about our way of working.
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