What is it like to work with Shoff Accounting?

How it Works: Tax Services

 

 

Step 1: Schedule A Discovery Call with Jonathan, Owner of Shoff Accounting

  • On the call, I’ll ask some questions, and you can as well.

  • We’ll also talk price and our next steps if you decide to move forward and become a client.

 

Take the First Step, Schedule a Call with Jonathan Today:

or call (334) 787-9854.

Jonathan ShofF - Owner

Jonathan ShofF - Owner


Step 2: Onboarding Documents/Tax Information

 

  • If you decide to move forward and become a client, We'll send you onboarding documents and information I’ll need to prepare your tax return.

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Step 3: Questions Over Email

  • While your tax returns are being prepared, questions may arise.

  • We’ll discuss these questions over email; however, if a phone call is needed to handle a complex problem, a call can easily be scheduled.


Step 4: Receiving Your Preliminary Tax Return

  • This step can vary depending on your situation.

  • After you receive and review the first draft of your tax return, changes may be needed which can be completed over email.

  • Phone calls can be easily scheduled if needed

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Step 5: Filing Your Tax Returns

 

  • After all changes have been made to your return, a final draft will be emailed to you for approval.

  • Once approved, I’ll have you digitally sign the returns and your returns will then be e-filed.


Take the First Step, Schedule a call with Jonathan,

Owner of Shoff Accounting

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