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Tax Process at GreenOak

We're here to make sure taxes don't give you anxiety this year. 
Scroll for helpful steps & tips to ease your worries!

Tax return preparation process

Introduction to Intuit link portal

Tax agreement steps

Tax Process Steps:

  • Once we receive your signed engagement we will send a tax questionnaire for your review and completion through Intuit Link.

  • At the end of January you will receive a second Intuit Link request to upload the tax documents you receive from third parties (W2, 1099, 1098, 1095, etc)

  • In order to prepare your tax returns by the due date, we will need to receive your documentation by February 15 (for business tax returns) and March 15 (for personal tax returns). A rush fee will apply if documents less than two weeks prior to the deadline unless an extension is filed. 

  • A 50% payment is due at signature, the remaining balance is due prior to e-filing

  • We will only file extensions on request, we will not file automatic extensions

  • We will not begin work until we receive your signed agreement

  • Tax returns will be prepared in the order signed agreements are received

  • How do I prepare for tax season?
    Get tax-ready with these tips:

    What you can do:

  • Keep all your tax documents you receive in one place, ready to give to your tax preparer.

  • Note any major life changes. Make sure your preparer is aware as it could change your filing status, or credits you are eligible for (change in marital status, having a baby). 

  • If you are not ready to file your taxes within a couple weeks of the due date, ask your tax preparer about an extension of time to file. An extension to file is not an extension to pay your balance due, so your tax preparer will likely need some information to estimate the amount due.

  • Double check your estimated tax payments if you are required to pay them. Let your preparer know how much you have paid for Federal and State (if applicable) and when the payments were made.

  • Keep in mind that your personal tax return captures all sources of personal and business income.

    • This includes, but is not limited to, interest, dividends, wages, freelance or gig income, rental income, retirement income, LLC/S-Corp/Partnership income.

  • Communicate effectively with your tax preparer in order for the tax preparation process to move smoothly.

    • Be responsive to your preparer as filing your tax return is a time sensitive matter.

    • Be patient as this is a busy time for all tax preparers.

    • If you are unsure if something is relevant to your return, ask your preparer.

  • Expenses that may be eligible for deductions or credits:

  • College education expenses (tuition, books, etc.)

  • Child care expenses

  • Retirement contributions

  • Health Savings Account (HSA) contributions

  • Student Loan Interest

  • Home office deductions for your business 

  • Business use of vehicle (mileage)

  • Mortgage interest and real estate taxes

  • Charitable contributions

  • Out of pocket medical expenses

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