Tax Return Process

What to expect when you work with Linka & Associates CPA

1

Initial Document Upload

For Businesses: Upload formation documents, last year's tax return, and current year tax documents
For Individuals: Upload last year's tax return, and current year tax documents
Once uploaded, please email info@linkacpa.com

2

Sign Engagement Letter

Engagement letters are found in Dropbox folders or on our website

3

Tax Preparation

Documents are reviewed on a on First-in, First-out basis
We'll contact you if we have any follow up questions or if any items are missing from your tax return

4

Review and Sign Tax Return

Tax returns are electonically reviewed and signed via Docusign and then filed
If you have any questions, feel free to reach out before signing

5

Tax Return Email and Upload to Dropbox

Tax Returns will be uploaded to your Dropbox folder
You'll recieve an email from info@linkacpa.com will further instructions