How it works
Six steps, and you are part of every one.
You will always know what happens next, what we need from you, and what we are doing on your behalf.
Step 1: Contact us
YOU
Tell us your situation through the contact form or by phone. No documents yet.
CRJ
Explains the process and gives you a fee estimate before any work begins.
Step 2: Upload your documents securely
YOU
Sign in to your client portal and upload what is on your checklist.
CRJ
Confirms receipt and tells you if anything is missing.
Please do not email tax documents. Ordinary email is not secure enough for an SSN, a W-2 or a bank statement.
Step 3: We prepare and check
Your preparer builds the return from the information you provided and reviews it for consistency and completeness. If a question comes up, we ask you rather than guess.
Step 4: You review the completed return
We walk you through the key figures: income, deductions, credits, and what you owe or will get back. Ask anything. You are not expected to be a tax expert, but you should never approve something you do not understand.
Step 5: You approve
When you are satisfied, you sign the e-file authorization. Until that is signed, nothing is submitted. If you disagree with something, we resolve it first.
Step 6: Filed, delivered, and kept
We file electronically and tell you when it is accepted. Your copies are delivered through the portal. Keep them with your records; we also retain a copy for [retention period].
Know your rights before you start
What you can expect from us, and what we will need from you.