1 / Sign Up for Secured Account

An account can be created using the Tax Portal.

2 / Read and Sign Engagement Letter

This letter will explain the terms and conditions of filing your taxes using Coffey Tax Consulting services.

3 / Complete Questionnaire

The questionnaire will provide our tax associates any necessary information to prepare your taxes. Once the questionnaire is completed and submitted, we will receive a notification. 

4 / Tax Prepartation

On average, once confirmation of a completed questionnaire is received, clients can expect to receive a completed tax return within 3 days. A message will be sent through the portal when we begin, as well as when we finish preparing your annual taxes.

5 / Review

A request to schedule follow-up appointment will be sent once we have completed the preparation of your taxes. During this appointment we will review your completed return, and address any questions or concerns before submitting your documents to the IRS.

6 / Confirmation or Rejection of Tax Return

After submitting your return to the IRS, we wait for either a confirmation of acceptance, or a rejection. If your tax return is rejected, we will work together to correct or update any information and resubmit your return. If your tax return is accepted, you will receive a confirmation report, as well as your completed tax return for your records. 

7 / Processing of Tax Return

After your tax return has been accepted by the IRS, Coffey Tax Consulting no longer has any control over the status of your refund. You can check the status of your return on the IRS website. We will also send any status updates as we receive them. If you have not received an update from us, it is most likely due to no changes in your tax return status.

8 / Issuing of Tax Return

Once your tax return has been processed you will receive an estimated date of when you should receive your tax refund (if applicable). Clients who pay upfront will receive their refunds directly to their bank account using the information collected during the questionnaire. Clients who choose to have their tax preparation fees taken out of their refund will have their tax refunds sent through our partner bank. There, the fees will be deducted, and the remaining balance will be distributed to the client in their bank account listed on questionnaire