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Tax Filing Process
Tax Season filing process in 6 easy steps
01
Upload or Drop-Off
Upload all the necessary documents to Smart Vault or drop off tax package to the office.
02
Schedule review Session
03
Q&A
Answer any questions within 48 business hours for either additional documentation or to schedule a tax package review session.
04
Sign e-filing forms
Sign and return the form 8879 for permission to E-file your taxes
05
Final Payment
Pay your remaining invoice
06
e-file
Lastly, we will E-file your tax return and upload final to Smartvault
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