top of page

LM Business Financial Solutions

LM Business Financial Solutions

​Virtual TaxPreparation Process

Initial Consultation

  • Initial consultation with the client to understand their tax preparation needs and answer any questions they may have.

Intake Form Completion

  • Should you decide to utilize our tax preparation services, we kindly request that you complete an intake form. This form is crucial for collecting the necessary information required to facilitate the tax preparation process.

Submission of Documents

  • We kindly request that you submit all pertinent documents, including income statements, deductions, and any other pertinent financial records, to ensure a comprehensive and accurate tax preparation process. Your cooperation in providing these documents is greatly appreciated.

Tax Preparation

  • Our highly skilled Tax Preparer will utilize the documents you've provided to meticulously and efficiently prepare your tax return, ensuring accuracy and compliance with all relevant tax regulations.

Fee Notification

  • Our Tax Preparer will assess the complexity of your tax return and inform you of the applicable tax preparation fees. Your fee will be determined based on the intricacy of your tax situation, and you will be provided with this information accordingly.

Consent Form Signing

  • Our Tax Preparer will electronically send you the required consent forms, including the Income Tax Liability Form (ILF). Please be prepared to review and complete these forms as part of the tax preparation process.

Client Consent

  • Upon receiving the consent forms, please take a moment to carefully review and sign them. Your signature signifies your agreement to move forward with our tax preparation services as outlined in the provided forms.

Payment Instructions

  • Our Tax Preparer will furnish you with precise guidance on how to remit payment for the tax preparation services. You will receive detailed instructions to facilitate a seamless payment process.

Payment Submission

  • Please inform the tax preparer about the payment method that suits you best

We are committed to ensuring a seamless and hassle-free tax preparation experience for our clients. If you have any questions or require further information about our virtual tax preparation services, please feel free to reach out to us. Your financial well-being is our priority.

Tax Submission

  • Once we've received your payment and the signed consent forms, our Tax Preparer will initiate the process of accurately submitting your taxes, ensuring full compliance with tax regulations.

Office

Initial Consultation

  • Initial consultation with the client to understand their tax preparation needs and answer any questions they may have.

Intake Form Completion

  • Should you decide to utilize our tax preparation services, we kindly request that you complete an intake form. This form is crucial for collecting the necessary information required to facilitate the tax preparation process.

Submission of Documents

  • We kindly request that you submit all pertinent documents, including income statements, deductions, and any other pertinent financial records, to ensure a comprehensive and accurate tax preparation process. Your cooperation in providing these documents is greatly appreciated.

Consent Form Signing

  • Our Tax Preparer will electronically send you the required consent forms, including the Income Tax Liability Form (ILF). Please be prepared to review and complete these forms as part of the tax preparation process.

Fee Notification

  • Our Tax Preparer will assess the complexity of your tax return and inform you of the applicable tax preparation fees. Your fee will be determined based on the intricacy of your tax situation, and you will be provided with this information accordingly.

Tax Preparation

  • Our highly skilled Tax Preparer will utilize the documents you've provided to meticulously and efficiently prepare your tax return, ensuring accuracy and compliance with all relevant tax regulations.

Client Consent

  • Upon receiving the consent forms, please take a moment to carefully review and sign them. Your signature signifies your agreement to move forward with our tax preparation services as outlined in the provided forms.

Payment Instructions

Tax Submission

  • Once we've received your payment and the signed consent forms, our Tax Preparer will initiate the process of accurately submitting your taxes, ensuring full compliance with tax regulations.

  • Our Tax Preparer will furnish you with precise guidance on how to remit payment for the tax preparation services. You will receive detailed instructions to facilitate a seamless payment process.

We are committed to ensuring a seamless and hassle-free tax preparation experience for our clients. If you have any questions or require further information about our virtual tax preparation services, please feel free to reach out to us. Your financial well-being is our priority.

bottom of page