Steps for Filing with US Tax Help
- Complete the questionnaire:
- Review our terms of service
- Download our Taxbook Organizer here
- Submit paperwork (through our secure server)
- US Tax Help Questionnaire
- W-2 or foreign income statement
- K-1 forms
- Last year’s tax return
- Ted will review your paperwork and contact you with any further questions or requirements.
- Ted sends you his standard engagement letter for your review and approval.
- You pay the retainer here:
- Ted prepares your return for your review and approval.
- Ted files your return, electronically.