1. Client Intake: Greet the client and collect their personal information, including name, address, contact information, and social security number. Verify the client's identification and confirm their eligibility to file taxes. 2. Document Collection: Request the client to provide all relevant documents, such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and any other relevant financial documents. Review the documents to ensure completeness and accuracy. 3. Information Entry: Input the client's personal and financial information into the tax preparation software. Verify the accuracy of the data entered and make any necessary corrections. 4. Tax Calculation: Utilize the tax software to calculate the client's tax liability based on the information provided. Review the calculations to ensure accuracy and compliance with current tax laws. 5. Deduction and Credit Optimization: Identify potential deductions and credits that the client may be eligible for, such as educational expenses, charitable contributions, or retirement savings contributions. Maximize the client's deductions and credits to minimize their tax liability. 6. Filing Compliance: Ensure that the tax return complies with all federal and state tax laws and regulations. Review the client's filing status to determine the most advantageous option for their situation. 7. Review and Quality Check: Conduct a comprehensive review of the prepared tax return to identify any potential errors or omissions. Verify that all required schedules and forms are attached and accurate. 8. Client Review and Sign-Off: Schedule a meeting with the client to review the completed tax return and address any questions or concerns they may have. Obtain the client's signature on the tax return and any required authorization forms. 9. Filing and Submission: File the completed tax return electronically or by mail, according to the client's preference. Confirm receipt of the filed return and provide the client with a copy for their records. 10. Follow-Up and Support: Offer ongoing support to the client in the event of any inquiries, audits, or adjustments related to their tax return. Maintain a record of the client's tax return and related documents for the required retention period. 11. Client Satisfaction and Feedback: Request feedback from the client regarding their experience with Happy Dollars Tax Services and address any areas for improvement. Ensure the client's satisfaction with the tax preparation process and the accuracy of their filed return. This comprehensive outline outlines the key steps involved in preparing a tax return at Happy Dollars Tax Services, emphasizing thoroughness, accuracy, and compliance with relevant tax regulations.

Phone: 334-699-4279 334-699- (HAPY) Location: 2306 Montgomery Hwy Ste 1

Hours Monday - Friday 8-5 Saturday 9-2 Central Standard Time

Yes, you can select whichever tax professional you would like.