Our Process: How we work!
Step 1: The client provides data to us:
A. We accept data at our office via mail, send to: P.O. Box 519, Lady Lake, FL 32158
* You can mail it to us year-round, we check our PO Box weekly
B. We also accept data via our online portal (Our preferred method): https://greentaxinc.com/
Just click on Client Portal and Sign Up if you don’t already have an account.
Please note: We prefer clients not to use email unless they password-protect their data. We also cannot click on links to access data, so either use our portal to send us soft copies or another approved secure method.
C. Via Fax, you can fax us your data, many banks still have faxes and allow clients to use it to send us data.
Office Fax (352) 633-2076
D. New Clients: We will provide you with a blank log sheet/checklist template to give you an idea of the typical data needed.
E. New Clients: We need a complete copy of your last filed tax return.
Step 2: The client informs us when we have the green light to work on their taxes (preferably after 99% of the data needed has been provided). You can email us or call us or if you are using the portal you can check the box that you are done uploading.
Step 3: We log the client in our system and email you back the log # so you have confirmation you have been entered on our list of returns to be prepared.
Step 4: We work on your taxes. Please note during this process we appreciate your prompt responses to any questions or in providing any missing data needed. Clients who go missing or don't make it their priority to respond in a timely manner are not a good fit for our firm.
Step 5: We print a paper copy of your tax return to mail to you and/or upload a PDF to the portal per each client's request and give you an opportunity to review your tax return.
Step 6: The client pays for the return preparation costs, for new clients you can see our rates on our website under Services. For existing clients, your rate is typically your prior year's rate plus or minus adjustments for new services needed or not and for a small yearly inflation increase.
Step 7: The client reviews the return and after any questions are resolved gives us permission to e-file the return.
Step 8: We e-file the return, We will send you a message when the return is accepted by all government agencies, federal and state. If for any reason the return is rejected, we will inform you as well.
Step 9: We are here year-round if you have any questions or receive any government letters regarding the return we prepared for you, just contact us and we will be glad to assist you.
*** Please note, Starting in 2024, we will be utilizing our client portal to keep clients updated of each step in the process, so you can always log in to your portal account and see what step we are on.
