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Working together for your benefit

Our Process

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How we work with your financial advisor

We think of your financial advisor as the coach and quarterback of your overall game plan — the one setting the strategy and coordinating the full picture of your financial life.

Taxvanta takes the field in a specific, specialized role: brought in for a defined assignment in support of that larger plan, not to call the plays ourselves. Our job is to execute our part with precision, stay in close communication with the coordinator, and help the whole team win.

Your tax strategy stays fully aligned with your broader financial game plan — with everyone on the same field, working from the same playbook.

From your first click to your final filing — here's exactly what to expect along the way.

  • Checkmark inside a shield symbol, representing security or verification.

    1. Portal Setup

    We set up your secure client portal so you can log in, upload documents, and message our office in one place.

  • A blue hashtag symbol (#) drawn on a black background with a pointed arrow or pen beside it.

    2. Questionnaire

    You complete a basic information questionnaire covering the essentials of your tax situation.

  • A digital tablet displaying a checkmark over a document, with a pen nearby.

    3. Choose & Sign

    You choose the package that fits your needs and sign your engagement letter.

  • A digital illustration of a graduate cap and diploma with dollar signs, symbolizing education funding or financial achievement.

    4. Deposit

    You pay your 50% deposit to reserve your spot on the calendar.

  • A graphic of a blue craft knife cutting through a virtual box.

    5. Organizer

    You receive a tax-specific organizer built around your situation.

  • Magnifying glass with a circular shape

    6. Review

    Once your organizer is complete, we review it and follow up with any clarifying questions or requests for missing documents.

  • A simple line drawing of a house with a pointed roof inside a house-shaped outline, with a blue check mark next to it.

    7. Preparation

    We get to work on your return, following the turnaround time of the package you chose.

  • Outline of a hand holding a smartphone with a list displayed on the screen

    8. Return Review

    Once your return is complete, we walk through it together until every question is answered and you're fully satisfied.

  • A logo featuring the word 'love' in blue cursive with a stylized house icon above the letter 'v'

    9. Finalize & Sign

    We finalize the return and send it to you for digital signature.

  • Outline of a house with a roof, walls, and a foundation, over a blue curved line.

    10. File

    Once it's signed, we file your return and let you know as soon as it's accepted.

  • A Visa credit card with a blue and black design.

    11. Final Bill

    We send your final bill when we file your return. Payment is due within 30 days.

Get Started

Portal Access & Collaboration

  • Your financial advisor can be added to your secure client portal, where they can view all communication and documents shared with our office.

  • They are not able to sign or authorize anything on your behalf — that control always stays with you.

  • They can monitor the engagement and provide guidance and assistance where helpful, both to us as your tax preparer and to you directly.

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Computer monitor displaying the login page for Taxvanta, with fields for email and password, a Google login button, and app download links, on a wooden desk in a modern office setting.