Tax Preparation Process

Step 1: Initiate Contact – Reach out to our team at JFR Tax Services to kickstart your tax preparation journey.

Step 2: Account Setup – Once in touch, we’ll send you an email containing a link. Click on the link and sign in to access our secure platform. If you’re new to JFR Tax Services, you’ll receive a link to create a username and password for your account.

Step 3: Share Your Information – Help us understand your unique financial situation by providing answers to straightforward questions about your life and any factors that could influence your taxes. To submit your financial documents, use your smartphone to scan or take pictures and securely share them through our online portal*.

Step 4: Stay Connected – Throughout the process, we’ll maintain communication with you. If any queries arise, we offer the convenience of virtual interactions via video, phone, or chat. Our new to-do list feature simplifies requests for additional details and documents from your tax professional.

Step 5: Review and Relax – Sit back and let our tax professional take the reins. They will diligently prepare your taxes, leaving you with the task of reviewing, approving, and electronically signing your return, all from the comfort of your chosen device.

Any questions? Your dedicated tax expert is readily available to guide you through your tax return. Now, take a deep breath and relax – you’re finished.

Benefits of Our Service:

  • Device Flexibility
    Our services are accessible from various devices, whether it’s your smartphone, laptop, or tablet.
  • No Need for Office Visits
    Receive expert tax preparation services without the necessity of visiting our physical office.
  • Effortless Tax Preparation
    Rest easy knowing that we’ll handle your taxes, allowing you to review and approve the final result.
  • Stay Informed
    Receive timely updates from our team as your tax preparation progresses.
  • Simple Document Submission
    Easily transmits your sensitive financial documents to us through our secure online portal*.
  • Review, Approve, and Sign Remotely
    Complete the process by reviewing, approving, and digitally signing your prepared tax return – no need for an office visit.

*Please ensure that all sensitive information is sent securely through our online portal.