Get Started with Clear Tax Prep!

Welcome! Follow these simple steps to begin working with us. We’ve made the process quick and easy so you can focus on what matters most.

Step 1: Deposit

The deposit will be applied toward your total preparation fees, so you don’t lose any money in the process.

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Step 2: Client Intake Form

A client intake form is a simple and secure document that collects the essential information we need to serve you effectively. This form helps us understand your specific needs, gather necessary details for your tax preparation or other services, and ensure a smooth and efficient process from start to finish. Please take your time filling out the form and skip any sections that aren’t relevant to you. By completing the form thoroughly, you’ll save time and allow us to get started on your tax return right away.

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Step 3: Sit Back & Let Us Do The Work

Once you’ve completed steps 1 & 2, you can relax while we take care of everything! Look out for an email from ClearTaxPrep@gmail.com notifying you that your taxes have been filed. You’ll also receive an email from Tax Status Now containing important documents for you to review and sign.

Please read through these documents thoroughly to ensure there are no errors or mistakes. Your review and signature are crucial for finalizing your tax preparation process. We will not submit your tax return until we receive your signed copy. If you have any questions or concerns, don’t hesitate to reach out.

If you need to fill out a Schedule C Expense Sheet

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