Onboarding steps
List of Services
-
Onboarding Made SimpleList Item 1
A streamlined, secure process that gets your tax work started quickly—whether your situation is straightforward or more complex.
-
1. Start Your IntakeList Item 2
đ Begin by clicking Start Your Tax Service.
You’ll complete a short, guided intake form that takes about 5–7 minutes.
This helps us understand your situation and determine the correct workflow.
No account creation or login required.
-
2. Case Review & ClassificationList Item 3
đ A CPA reviews your intake responses and routes your case to the appropriate workflow — Individual, Business, CrossâBorder, or IRS.
This ensures you start on the correct path from the beginning.
-
3. Pricing Review & Approval
âď¸ Based on your intake, your CPA provides a clear, itemized estimate.
You’ll review and approve the pricing before we proceed.
Once approved, we move to engagement and setup.
-
4. Engagement Letter, Billing & SetupList Item 4
đ Your engagement letter is delivered through ProConnect.
Review and sign electronically within the system.
After signing, you’ll receive your invoice — work begins once payment is received.
-
5. Document Submission
đ Upload your documents securely through ProConnect using your client login.
All files are protected with enterpriseâgrade encryption.
-
6. Preparation, Review & Summary
đŚ We prepare your tax return in ProConnect, perform an internal quality review,
and send you a clear summary for approval.
Any questions can be handled directly with your CPA.
-
7. eâSign & Filing
âď¸ Approve your final return using our secure electronic signature system.
Once approved, we file your return and deliver final copies,
along with a oneâpage summary and nextâstep recommendations.
-
Optional Step - Business, IRS, or more involved cases
đ For business, IRS, and more involved cases, a CPA meeting is scheduled as needed.
No portal scheduling required — we coordinate directly with you.
Start Your Secure Onboarding
All onboarding steps are handled through email and ProConnect’s secure portal — no extra portals or account setup required to begin.
You’ll receive:
• Your document checklist
• ProConnect upload access
• Billing through QuickBooks Online
• Status updates directly from your CPA
ďťżOnce you start, we guide you stepâbyâstep all the way through pricing, engagement, and secure upload via ProConnect.
Frequently Asked Questions
Find clear answers to the most common questions about our services, onboarding process, and secure workflow.
1. How do I get started?
Click Start Your Tax Service and complete the short intake form (about 5–7 minutes). No login required.
2. Do I need to create an account to begin?
No. You start with a simple online intake form. A ProConnect login is only needed later for document upload.
3. When do I receive my price estimate?
After reviewing your intake, your CPA provides a clear, itemized estimate for your approval before any work begins.
4. When does work officially begin?
Work begins after you approve the estimate, sign the engagement letter, and complete payment through QuickBooks Online.
5. How do I upload my tax documents?
All documents are uploaded securely through ProConnect using your client login.
6. Is my data secure?
Yes. ProConnect uses industryâstandard encryption, secure authentication, and auditâprotected workflows.
7. Do you handle international or crossâborder tax cases?
Yes. We specialize in U.S.–Korea crossâborder filings, including PFIC (8621), 3520/5471, FBAR/FATCA, and treatyâbased issues.
8. Do you prepare business returns?
Yes. We prepare filings for LLCs, SâCorps, CâCorps, and Partnerships, along with advisory and yearâend support.
9. How are your prices determined?
Pricing is based on a base fee + caseâspecific addâons (Schedule C, rental property, foreign assets, crypto, etc.).
10. Do you offer tax planning or yearâround advisory?
Yes. We provide planning, projections, and advisory services for individuals, investors, and business owners.
11. What if I received an IRS notice?
We can assist with notices, CP2000, audits, penalties, and collections through our IRS representation services.
12. Can I schedule a meeting with a CPA?
Yes. For business, IRS, or more involved cases, a CPA meeting is scheduled as needed—no portal scheduling required.
13. Do you work with clients outside the U.S.?
Yes. We support U.S. taxpayers worldwide, including Koreaâbased professionals and investors.
14. What tax software do you use?
We use ProConnect for preparation and secure document management.
15. How will I receive my final tax return?
You’ll receive final copies and a oneâpage summary through secure delivery after eâsigning your return.