Action Accounting brings an unmatched level of customer service to the accounting industry


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.
  1. Welcome Email
  2. Setup Client Portal
    ◦ Sign Engagement Letter
    ◦ Complete the Questionnaire
    ◦ Upload your Documents
  3. Contact Preferences
  4. Kickoff Meeting
  5. Compliance
  6. Develop Tax Plan
  7. Review Tax Plan
  8. Deliver Tax Plan
  9. Implementation Meeting 1
  10. Implementation Meeting 2
  11. Implementation Meeting 3
  12. Implementation Meeting 4
  13. Annual Review Meeting
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