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  • Writer's pictureMarie Lyons

Tax Return Workflow & Important Dates

Our Tax Return Preparation Process


Receive Tax Return Package: We will send you:

  • Engagement Letter

  • Tax Organizer

  • Tax Questionnaire


Provide Your Tax Information by March 5, 2024. You send us:

  • Signed Engagement Letter

  • Completed Tax Organizer

  • Completed Tax Questionnaire


Relax – Tax Return Preparation (3-4 weeks). Our team:

  • Reaches out to you

  • Requests clarification and additional information, if needed

  • Prepares your returns and submits them for quality review


Deliver Tax Return by Due Dates.

  • You receive a copy of your tax returns from us

  • If e-filing, sign and return your e-file forms to us (once accepted, we will send you the e-file confirmation)

  • If paper filing, sign and mail your returns to the address provided


Provide Feedback on our Performance.

  • We request your opinion

  • You fill out our survey and tell us how we did

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Thank you for choosing Forza CPA, PLLC to assist you with your taxes. This letter serves to confirm the terms of our engagement and outlines the scope of the services we will provide. Please read this

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