FAQs
What is the Process?
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1
Confirm that you’ll be returning or joining as a new client
You will receive an email and/or text message to confirm whether you will be filing a current year tax return. This will be included in your inital consultation.
2
Engagement
Letter
You will receive an email notification once your engagement letter is ready for e-signature within your Tax Portal
3
Tax Organizer
(new clients)
You will receive an email once your current year tax organizer is ready to complete within your Tax Portal.
4
Upload Documents
Upload documents through our secure Tax Portal.
New Clients can register for a new account from the login page.
All documents must be uploaded by April 1 to avoid a potential filing extension.
5
Wrap-Up Appointments
We will reach out to you to review your tax return and answer any questions.
6
Review, Sign & Pay
Review your tax return, complete signatures, and pay your invoice.
How Do I Get Started?
After your initial consultation, upload the following documents in your Tax Portal:
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Current Government-Issued ID
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Engagement Letter
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Tax Organizer
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Business/Rental Tax Organizer, if applicable
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New Clients: Prior Year Tax Return
How Do I Pay My Taxes?
What should I expect?
Working with Premier Tax Strategies is straightforward and client-focused. Our goal is to make taxes feel clear, organized, and stress-free while keeping you informed every step of the way.
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Complimentary initial consultation
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Secure document collection and review
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Personalized tax strategy or return preparation
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Clear communication and guidance throughout
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Final review and filing with your approval
Looking for pricing?
Pricing is discussed at the initial consultation, as each return is unique.
We accept cash, most major cards, Zelle, Apple Pay, CashApp, and Venmo
A 3% fee will be added for credit card payments but can accept Zelle, Apple Pay, CashApp, and Venmo with no additional fees.
