Tax Preparation Process
Get Started With Tax Preparation
Current Clients:
Step 1 – Email
We sent out an email titled, “Please complete 2025 Tax Questionnaire” on 1/20/2026. Click Open Questionnaire to begin.
Didn’t receive it?
Contact reception@bementcompany.com or call our office
Step 2 – Engagement Letter
The Engagement Letter is now integrated with the questionnaire form.
Step 3 – Upload Documents
Upload tax documents as prompted throughout the questionnaire.
You can select Upload Later if needed.
Step 4 – Client Portal
Create login preferences on first access. Return anytime to your organizer and documents.
Once finalized, submit the questionnaire
New Clients:
Schedule Free Consultation
If you’re new to Bement & Company, your first step is a complimentary consultation. This helps us understand your situation, answer questions, and confirm next steps before tax preparation begins.
Access Client Portal
If you’ve already completed your consultation, log in to your client portal to access your questionnaire
If you don’t see your questionnaire or have trouble accessing your portal, email reception@bementcompany.com
What’s Included in Our Tax Preparation Process
Accurate Tax Preparation
Returns prepared by experienced tax preparers or accountants with a focus on accuracy, timeliness, and maximizing eligible deductions
CPA / EA Review
Every return is reviewed by a cPA or Enrolled Agent to confirm accuracy and evaluate tax-saving opportunities
Extension Handling
Extensions are filed automatically when appropriate. Existing clients receive automatic extensions; new clients or entities must request one
Secure Technology
Encrypted document uploads, digital signatures, and secure communication tools available from anywhere
E-Filing & IRS Monitoring
E-filing is included whenever possible. We monitor IRS acknowledgements and rejections to ensure successful filing
Client Portal & Storage
Secure digital access to completed returns, prior-year filings, and 7+ years of document retention
Nationwide Support
We work with clients in every state
Ongoing Updates
Receive tax tips, reminders, and law updates throughout the year.
Tax Preparation Pricing
Our pricing is based on the complexity of the tax returns filed. Pricing can increase as the complexity or time involved increases, such as additional businesses, investments, rental properties, and multi-state filings.
Business tax returns are billed separately when a separate filing is required, such as a Partnership (Form 1065), S Corporation (Form 1120-S), C Corporation (Form 1120), or Trust (Form 1041).
For returning clients, pricing is typically similar to the prior year unless your facts or filings changed. Individual tax returns commonly range from $790 to $5,000, and business tax returns commonly range from $1,270 to $10,000, with some returns falling outside these ranges due to complexity.
To help set clear expectations, we’ve created a tax return pricing calculator
Thank you for your confidence. As always, we look forward to working with you!
If you have any questions or technical problems with the website or organizer, please contact Reception@bementcompany.com
New Client or If you have not filed with us previously and have general questions, would like to discuss pricing, or would like to know more about our filing process, please contact Jamie@bementcompany.com
All the best,
The Bement & Company Team