How We Do Business


1. Request an Organizer - This Organizer can be mailed to you, faxed to you, or it can be downloaded.


2. Complete Organizer - Complete the PILOT-TAX Client Organizer, providing required information. If you have any questions concerning the Organizer or your tax situation, we are only a phone call away. For that extra piece of mind, give us a phone call and we will review everything with you to make sure the Organizer is complete.


3. Send It To Us - Once you have all of the requested information and your W-2’s from your employers, forward this information to us. Full payment of the preparation fee is required at this time. You have several options for delivery. As you may know, you get a discount on all Federal Express shipments with your airline ID. It will cost you only $6.00 to overnight your tax information to us. And yes, this $6.00 is deductible on your next year’s tax return.


4. Return is Processed - Once we have received all of your information your return will be prepared. We will contact you if we have any questions or any additional information is needed for the completion of your return.


5. Final Results - We will contact you to discuss your return and review the final numbers. We will also discuss your final invoice of our fees (full payment is required prior to processing your return).


6. Filing Return - Your options for the filing of your return are:

Electronic Filing with direct deposit Within 10 Days

Electronic Filing with a paper check Around 20 Days

Paper return with direct deposit Around 5-6 Weeks

Paper return with paper check Around 6-10 Weeks

Direct deposit of your refund, whether you file your return electronically or a paper return, will dramatically expedite the time it takes to receive your refund. The main reason for this is that you are not relying on the US Postal Service. In order for us to have your refund directly deposited into your account, we must have a voided check. Simply take a blank check out of your checkbook and write
V O I D across it and send it to us with your information. We use the bank and account information from this check to complete the required information for the IRS.



7. Client Copy - We will provide you with a complete portfolio of your Federal and State (if applicable) tax returns. If you need a copy of your return for any reason, we maintain a copy of your return for ten years.



How We Do
Business


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