New client onboarding process
Get to know your Tax Professional
Book your Discovery Call
Lean off Taxes, LLC implements an easy-to-use email encryption and secure file sharing service.
Files can be uploaded at: here
Lean off Taxes will prepare your return
Upon completion of your tax preparation, we will contact you to review.
Invoice sent for Payment
Lean off Taxes will send invoice for payment. Payments accepted are Mastercard, Visa via Stripe. Should you prefer an invoice via PayPal, please advise.
E-File Return
Lean off Taxes will request signature. Upon receipt of your digital signature, we will submit your e-file return and provide a follow-up confirmation and next steps.
existing client onboarding process
Catch up with your Tax Professional
Need to update life changes or information
Complete the Tax Organizer here
Lean off Taxes, LLC implements an easy-to-use email encryption and secure file sharing service.
Use this link to securely upload your tax documents here
Lean off Taxes will prepare your return
Upon completion of your tax preparation, we will contact you to review.
Invoice sent for Payment
Lean off Taxes will send invoice for payment. Payments accepted are Mastercard, Visa via Stripe. Should you prefer an invoice via PayPal, please advise. We also can collect payment from your tax return, please inquire with us.
E-File Return
Lean off Taxes will request signature. Upon receipt of your digital signature, we will submit your e-file return and provide a follow-up confirmation and next steps.