Tax Prep Steps

What to Expect During the Tax Preparation Process?

At Bement & Company, we aim to make your tax preparation process as smooth and efficient as possible. Here’s a detailed look at what to expect, whether you’re a new or returning client:

1. Document Collection: The process begins when you submit your tax documents, which you can mail, drop off, email, or upload through our secure client portal. We initially require your previous year’s tax return and all relevant documents for the current year. We also provide a tax organizer in early January each year, which includes a questionnaire and worksheets to identify any significant changes that could impact your tax situation.
2. Preparation: After receiving your documents, we convert all paper documents to PDFs. Our tax preparers then input your information into our advanced tax software to maximize deductions and ensure compliance with the latest tax laws.
3. Review: Our CPAs meticulously review your returns to ensure accuracy and completeness. We may contact you with questions, comments, or suggestions during this phase.
4. Tax Return Delivery: Once your returns are reviewed and finalized, we provide a digital or paper copy, depending on your preference. We will inform you about any taxes due or refunds expected and provide necessary tax payment vouchers.
5. Signature: For electronic returns, you will receive an email from DocuSign to sign the e-file authorization form electronically. For paper returns, you can sign the form at our office. All joint returns require signatures from both parties.
6. Filing: After we receive your signed authorization, we file your tax returns electronically. We will also guide you through the process of making any required tax payments.

We strive to make your experience positive and stress-free. If you have any questions or concerns at any point, please reach out to us.

What’s Included in the Tax Preparation Service?

• Comprehensive Preparation: Every tax return is prepared by an accountant and reviewed by a CPA within our firm.
• Secure Digital Copies: You’ll receive digital copies of all tax returns through a secure link and have access to our client portal.
• Year-Round Access: Our client portal offers access to all prior year filings.
• Nationwide Support: We prepare tax returns and provide services for clients in any state.
• Digital Signatures: Utilize DocuSign for easy and secure digital signing.
• E-filing: Included whenever possible, with no additional charge for paper or mailed filings.
• Document Retention: We offer more than 7 years of document retention, securely storing your digital files for IRS/State inquiries.
• CPA Review: Includes a review of potential tax saving opportunities and strategies that could save you significant amounts annually.
• Bement & Company Guarantee: Any mistakes found on your tax return or missed tax saving opportunities will be corrected with an amended return at no extra cost to you.

Tax Return Pricing Information

Pricing depends on the complexity of the tax returns. Standard personal and business tax returns start from a base amount, with costs increasing depending on the complexity, including additional businesses, investments, rental properties, and multi-state filings. Individual tax returns generally range from $750-$1,500, while business tax returns range from $1,250 to $5,000.

For detailed pricing information and specific estimates, please reach out to us. Our commitment to you goes beyond just filing your taxes—we’re dedicated to being proactive, helping you strategize your taxes and wealth, saving you time, and ensuring peace of mind every step of the way. This more detailed pricing sheet linked here is for tax preparation and doesn’t include separate tax planning, strategy, or accounting services.  Please please reach out to Jamie (jamie@bementcompany.com) for specific estimates if necessary.

Our commitment to you extends far beyond just filing your taxes; we’re dedicated to being proactive, helping you be strategic with your taxes and wealth, saving you time, maximizing your savings, and ensuring peace of mind, every step of the way.

Ready to get started or need more information?
Contact us today or complete the 3-Steps above and let us handle the complexities of tax preparation for you.
or if you need more specific help use the following: 

New Clients / General Questions / Pricing / Filing Process: Schedule a free consultation or email Jamie@bementcompany.com

Sending in Documents: reception@bementcompany.com

Tax Organizers / Questionnaires / Engagement Letters: Charla@bementcompany.com

Payroll or 1099 Filing Questions: Christie@bementcompany.com

Bookkeeping / Accounting Questions: Shara@bementcompany.com

If you have any other questions please schedule a free consult below.
We look forward to working with you!