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

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Tax Preparation 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. Setup Client Portal
            ◦ Sign Engagement Letter
            ◦ Complete the Questionnaire
            ◦ Upload your Documents
  2. Contact Preferences
  3. Kickoff Meeting
  4. Compliance
  5. Tax Preparation
  6. Final Review & Quality Control
  7. Client Reviews Tax Return
  8. Client Signs Form 8879
  9. File Return
  10. Notify Client – Tax Return Filing Status by the IRS
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