Will I have a meeting with my tax manager during tax season?

Throughout peak tax filing season, communication occurs via email and through your Client Portal. Here’s how the process works:

1. You’ll complete a detailed tax questionnaire within your Client Portal.

   
   

2. We’ll ask you to upload all relevant tax documents.

   
   

3. After review, if we have questions or need clarification, we’ll reach out to you.

   
   

These steps — combined with regular touchpoints throughout the year — ensure we have the information required to accurately prepare and review your tax return.