Single Salary-only Rs.499/-

Gather all relevant tax documents such as W-2s, 1099s, receipts for deductions, and proof of income. Be prepared to discuss your financial situation, including your income sources, deductions, and any tax-related questions you may have.

1. Initial Client Contact:

• This can involve phone calls, website inquiries, or in-person meetings.

2. Client Onboarding and Information Gathering:

• Once a client decides to move forward, the advisor will initiate the onboarding process. This may involve paperwork or online forms to capture detailed financial information.

3. Tax Situation Analysis:

• The advisor will meticulously analyze the client’s financial data to understand their tax obligations and potential opportunities.

4. Tax Planning and Strategy Development:

• The advisor will discuss the plan with the client, explaining potential benefits and drawbacks of different approaches.

5. Tax Return Preparation and Filing:

• Once the client approves the plan, the advisor will utilize their expertise and software tools to prepare an accurate and complete tax return.
• The advisor will ensure all necessary documentation is attached and the return is submitted electronically or by mail before the deadline.

6. Communication and Client Support:

• Throughout the process, the advisor maintains clear communication with the client. This includes answering questions, addressing concerns, and keeping the client informed of any progress or updates.

7. Post-Filing Review and Follow-Up:

• After the tax return is filed, the advisor may review the outcome with the client and discuss any potential tax refunds or liabilities.

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