Tax Planning Processs
What and how? Get an understanding of our process.
Our Process Steps
At Action Accounting, we follow an efficient structured approach that is easy for our clients to understand while ensuring they will have support throughout the entire process.
- Welcome Email
- Setup Client Portal
◦ Sign Engagement Letter
◦ Complete the Questionnaire
◦ Upload your Documents - Contact Preferences
- Kickoff Meeting
- Compliance
- Develop Tax Plan
- Review Tax Plan
- Deliver Tax Plan
- Implementation Meeting 1
- Implementation Meeting 2
- Implementation Meeting 3
- Implementation Meeting 4
- Annual Review Meeting
Learn More About Each Step of the Process
Welcome EmailClient Portal - LoginUpload Your DocumentsQuestionnaireContact PreferencesKickoff MeetingComplianceReview Tax PlanDeliver Tax PlanImplementation MeetingsAnnual MeetingPayment ProcessingContact UsFAQs
Have Questions?
Contact Us During any Step of the Process