A CLEAR PATH FORWARD
Our process keeps tax preparation moving.
From the first conversation to the final e-file, you’ll know what happens next. Choose the path that fits where you are today.
New client
Start with a discovery call.
Tell us what you’re working through, and we’ll help you understand the right next step for your tax situation.
Existing client
Ready to catch up?
Book a follow-up call to discuss life changes, updated information, and the next steps for your return.
New client onboarding
A thoughtful start, built around your situation.
1. Get to know your tax professional
1. Get to know your tax professional
1. Get to know your tax professional
Start with a Discovery Call to understand your situation and goals.
2. Securely share your documents
1. Get to know your tax professional
1. Get to know your tax professional
Lean Off Taxes uses email encryption and secure file sharing to protect your information.
3. Your return is prepared
1. Get to know your tax professional
4. Invoice sent for payment
We prepare your return and contact you when it is ready for review.
4. Invoice sent for payment
4. Invoice sent for payment
4. Invoice sent for payment
Payments are accepted by Mastercard or Visa via Stripe. PayPal invoices are available by request.
5. Share the big news
4. Invoice sent for payment
5. Share the big news
Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself; let folks know.
EXISTING client onboarding
A smooth continuation when life changes.
1. Catch up with your tax professional
2. Update your life changes or information
2. Update your life changes or information
Book a follow-up call to review what has changed since your last return.
2. Update your life changes or information
2. Update your life changes or information
2. Update your life changes or information
Complete the Tax Organizer so we have the latest details for your return.
3. Securely upload your tax documents
2. Update your life changes or information
3. Securely upload your tax documents
Use the secure Encyro file-sharing service to send your documents.
4. Your return is prepared
4. Your return is prepared
3. Securely upload your tax documents
We prepare your return and contact you when it is ready for review.
5. Invoice and e-file
4. Your return is prepared
5. Invoice and e-file
After payment and your digital signature, we submit the return and provide confirmation and next steps.
Clear steps. Secure documents. A return you can understand.
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