We provide a variety of services including: |
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Income Tax Preparation for all types of businesses and individuals |
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IRS and State Audit Representation |
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Trust, Estate and Gift Compliance |
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QuickBooks setup, support and training |
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Business startup services |
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Monthly bookkeeping |
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Financial statements |
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Family Office |
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The Tax Return Process
Sanders Thaler Viola & Katz, LLP would like to inform everyone that preparation of client tax returns is underway and that we have implemented a comprehensive process for our clients.
- Client information is received by the managing partner of the engagement.
- The partner reviews the materials that have been received and assigns to the tax professional for preparation.
- Our electronic tracking system is updated to ensure timely preparation and filing of the tax return.
- The tax professional converts all tax documents to electronic paperless format.
- The tax return is completed and forwarded to the partner for final review and approval.
- The client's tax return is assigned to the administrative staff with specific collation and filing instructions.
- An electronic copy is created and saved to the client's permanent file on our server.
- An encrypted PDF is uploaded to the client portal for the client's future use.
- A CD is created for the client's personal records and mailed to the client, along with an original hard copy of the client's submitted documents.
These are just a few key components that are included in our comprehensive preparation, tracking and filing process to ensure the highest quality service for our clients.
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