Nelson & Company P.C.
*Indicates Client's Responsibility
*Step One: Gather all needed tax documents - a list of your needed items is available in your organizer.
Pro Tip: If your receipts are totaled, we do not need the physical copies, you can keep those for your records.
*Step Two: Fill out your Nelson & Company tax organizer provided to you either by mail or uploaded to your SmartVault account. You can drop off your completed tax organizer and documents or you can upload them to your SmartVault account.
Step Three: Once we have received your documents, we will begin work on your tax return, the typical turnaround time is 14 days. If we are missing information, we will reach out to you.
Please note, this is an extremely busy time for the office. Repeatedly calling to check the status will slow the process down.
Step Four: Once your tax return is ready we will contact you by phone for physical paper copies and by email for PDF copies of returns.
If your contact info has changed from last year, let us know as soon as possible!
*Step Five: Review your return!
You are ultimately responsible for its accuracy.
*Step Six: If everything looks correct and you are ready to file, you must sign the E-File Signature Forms. If you received a paper copy, these forms are on the right hand side of the folder with a hot pink slip stapled to the top with your “to-do list”. If you choose PDF returns, these forms are sent to you electronically by email via Docusign.
***IMPORTANT*** Your tax return is NOT complete until we have received these forms back signed and dated! The deadline is April 15th to avoid late filing penalties.
*Step Seven: Make all tax payments (if applicable) and pay Nelson & Company invoice.
For tax payment instructions, navigate to Resources --> Individual Income Tax Payment Instructions
To pay us for tax preparation, links to pay online can be found on the Homepage