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Getting Started with Per-Form Tax Prep
It's tax time.
Whether it's annual tax prep or per-form tax prep,
Hi! I'm Jamie
Enrolled Agent and CEO of Lenore, Inc, Lentax.co
"We believe in giving you the best service for your money, which is why our tax prep services add incredible value. Our tax prep has Protection Plus all the features of the Protection Plus. This service takes care of your tax needs and makes sure your tax information and your identity are protected."
Jamie Williams, EA, CB, OTC, CEO/Manager, Lentax.co
😀 We are ready to prepare your tax forms! 😀
Our tax prep service delivery process gets your taxes prepped and filed in record no time!
Upload and access your tax information at any time through our secure portal with secure messaging. Get frequent status updates so that you know what is happening with your tax prep at all times. During our tax prep delivery process, you will receive a bonus tax plan that helps save on next year's taxes!
Learn more about our Stage 1 - 4 tax process by clicking the button below.
Stage 1 Tax Prep Quote Intake
Our tax prep process starts with receiving some basic information to prepare your tax quote using our main tax prep intake form or our per-form tax prep intake form.
After you submit our form, we prepare your tax quote and email you a formal quote within 24 to 48 hours.
- A best estimate of all the forms needed and the cost of those forms or
- The cost of specific forms you selected
- List of items we need to file these forms for you
We provide you with a formal tax prep quote that includes either our best estimate of all the forms you need to file or will include the cost of the specific tax forms selected from your answers to our intake form along with a list of items we need from you.
Stage 2 Tax Prep Processing
After you review your quote, to get started, click "Check out" and submit your payment.
Once you submit your payment, we will create a personalized secure portal for you to upload your tax information, to review prepared return(s), and to message us. To create your portal, we may need to call you to obtain some personal details over a secure phone line. Please be available for our call.
In the meantime, feel free to upload any tax documents and information to our Secure Guest Exchange that will assist us in preparing your taxes.
Once your personalized secure portal is created, we will send you a secure link to activate your portal so that you can upload your tax documents and information. We require these items no later than 48 hours of our sending you the secured link. If you need more time to provide these items, let us know immediately.
Stage 3 Due Diligence
After all tax documents and information are received, your tax return(s) will be prepared and sent to you for signature within 24 to 48 hours. If you qualified for certain tax credits, we will contact you for a 'due diligence call' required by all tax practitioners.
Learn more about due diligence
Stage 4 E-File Submission
Once we complete any due diligence, we submit your returns for e-filing or will mail them certified mail, if e-file is not available. The e-file confirmation will be uploaded to your portal for your records.
That's it! Your taxes are filed!
We will call you to discuss your return and to provide you with tax planning with a simple tax plan to save taxes for next year!
