Here you will find the complete list of steps to have Tandy Consulting prepare your tax returns. Our turn-around times for tax return preparation varies throughout the year. All returns are prepared on a first-in-first-out schedule.
If you need a rush job, please e-mail us in advance to confirm we can accommodate your needs.
The links below will take you to our customized, online digital form(s) for you to seamlessly and securely submit your information. All submissions are uploaded automatically to your Client Portal within 24 hours.
Tandy Consulting takes the safety and security of your data seriously. We will NEVER email your documents to lenders, vendors, bankers, lawyers, spouses, or family members.
Organizers will be uploaded to the portal by mid January each year. Please check: Income Tax 20YY > Client Organizer
These are OPTIONAL! However, extremely helpful in reminding you what you gave us the previous year.
Please complete all steps, most importantly, your contact and banking information. Yes, this is required every year!
Rule, rules, rules. We created a super easy digital engagement agreement. a PDF copy will be available in the client portal immediately after signing.
Skip, if this doesn't apply to you. If you have rental property, royalties, non-cash donations over $500, a small business, etc. Please click on the appropriate intake forms below.
Prefer to mail them? For all locations mail to: 215 N. Pomona Ave Ste 6, Fullerton, CA 92832
Returning clients-- use the same login as last year, or click on Forgot Username/Password to reset your access.
New clients-- if you are new to the tax portal, please click here for access.
Once the returns are complete, we will upload copies and send you an email or call you alerting you your returns are ready for review.
Once we recieve notice we will get started. All returns are worked on in the order received unless discussed previously. Normaly turn-around is anywhere from 2 to 48 Hours
We will send an invoice, due and payable before final filing. No exceptions.
Next we will send form 8879, permission to efile on your behalf signature forms via DocuSign. Married couples will receive separate emails. *No exceptions to the signature rule under any circumstances. Yes, you may have to talk to the better half to get this done.
When all signatures are complete, we will immediately file your return electronically and notify you when it has beenaccepted; roughly 24-48 hours.
Once filing has been accepted by the IRS and any state(s), you will receive our final email which will conclude our tax season engagement
It's Over, wasn't that fun!
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Tandy Consulting
215 North Pomona Ave Ste 6
Fullerton, CA 92832
Phone: (949) 619-6383
Fax: (949) 619-6384
© 2024 Tandy Consulting Inc
