How it works

A modern, stress-free process that works around you.

At The Tax Standard, tax prep doesn’t have to be overwhelming. We use secure digital tools, clear communication, and a one-of-a-kind scheduling model that lets you decide when your return is prepared. Here’s how it all works in four easy steps:

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  Step 1: Reserve Your Tax Return Ready Date

  In January, the calendar opens up to claim your Tax Return Ready Date. Because we keep our client list intentionally small, spots will fill fast.

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  Step 2: Upload Your Documents

  When your Tax Return Ready Date is reserved, it’s time to complete our annual questionnaire and upload your tax documents through our secure online portal.
  

  To keep your return on schedule, all documents are due one week before your Ready Date.

  Spoiler: We’ll send reminders to help keep you on track.

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  Step 3: We Get to Work

  Your documents and questionnaire are carefully reviewed for accuracy and completeness.

  
  If anything’s missing or requires follow-up, I’ll reach out directly.
  

  You’ll get a “Check-In Complete” email once you’re in the prep queue.

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  Step 4: Review & File

  On your Tax Return Ready Date, you’ll receive:
  

  • A personalized summary video explaining your return along with a copy of your completed return for review
  • Optional: Book a 30-minute Zoom or phone call if you’d like to review it together.

  Once approved, you’ll e-sign, pay your invoice, and I’ll file within 1 business day.

That’s the whole process.
Simple, thoughtful, and designed to reduce stress, not add to it.

In short: You upload. I prep. You breathe easy. I file.

Ready when you are.