From Documents to Deductions: Stress-Free Tax Prep Made Simple!

How Does Our Process Work? 

We’re dedicated to making your experience seamless while helping you achieve the best possible outcome. Here’s a quick overview of how our tax prep process works:

1. Client Organizer

• You’ll receive a link to our Client Portal with a tax organizer to complete.

2. Submitting Your Documents

Choose the option that works best for you:

• Secure Portal: Upload your files online with confidence.
• Email: Send scanned copies or photos to team@northernct.com
• Drop-Off: Bring your documents to our office in an organized manner.

Our team will review everything to ensure all necessary information is included.

3. Tax Preparation & Review

• We carefully prepare your tax return, maximizing eligible deductions and credits.
• We review your return and compare it to your prior year return.  This ensures accuracy, compliance with tax laws and identifies significant changes year-over-year
• Proactive Tax Planning: While preparing and filing your return, we take a forward-thinking approach to identify strategies that can help you lower your tax liability in the future.

4. Electronic Filing & Follow-Up

• Once you approve your return either via email or we can schedule a google meet to review with you, we’ll file it electronically.
• We’ll confirm the filing and keep you informed about any follow-up actions (if needed)

5. Tax Planning Services

In addition to tax preparation, we offer comprehensive tax planning to help you optimize your financial outcomes year-round. Our proactive approach focuses on identifying opportunities to reduce your tax liability, ensuring you’re well-prepared for the future.  Ask us for more info when we prepare your tax return.

If you’re ready to make tax season simple and stress-free, Book your appointment now!