1. Let’s Talk

We find that it is best to begin with a brief phonecall. This will take less than half an hour and should give you a good idea if Tax Avenues is the right fit for you. If you would like to work together, then we make an appointment. So please, be prepared to let us know what date and time will work best for you. We offer virtual appointments via zoom, so there is no need to travel to our office. We are as far away as your computer or your phone.

2. Get Ready

Complete the survey for new clients and upload your tax documents (W2s, 1099s, P/L statement, etc) to our secure client portal, available here on taxaves.com.

3. Make a Deposit

The minimum charge for Tax Avenues to prepare a return is $295 and you must complete this minimum payment before the day of your appointment. Please note that it is not possible to state the exact fee for a tax return until we have all of the details on your income, your dependents, your deductions and any tax credits that could be available to you.

4. Virtual Appointment or Phone Appointment

We will send you a link to a Zoom appointment and confirm with you a day ahead of your appointment time. Please logon using that link and make sure that both your camera and microphone are on. We will review the information that you have provided and offer you time to ask any questions.

5. Prepare Tax Return & Final Invoice

Tax Avenues will prepare your tax return and send you an invoice for any additional charges depending on the complexity. Please remember, the minimum fee of $295 is required as a deposit before we begin. The final invoice is due and payable before the tax return is finalized and filed with the IRS.

You will review your tax return, ask any questions or make corrections before it is finalized. Once you complete and sign your final tax return, we will e-file it with the IRS and any State agencies required. Very few tax returns will be sent on paper.