To prepare and file your individual tax returns, at NileCPA we require the relevant information and data from your end.
Steps for Individual Tax Preparationadmin_nile2022-02-07T06:45:05+00:00
Please fill our online information submission forms (all of which are mentioned in later steps). Once the form is submitted in our system along with your information, you shall receive an email as well as a mobile text message confirming the same.
Before we start working on your small business tax returns, a duly signed engagement agreement is a must as per IRS rules and our Professional Liability Insurance provider. Please find below, the link for digital agreement.
Digital Engagement Agreement
Tax Documents Checklist
To ensure that you share all the information and documents with us, please click on the link below to see the list of details that we require from your end to file your individual tax returns.
Individual Tax Return checklist
Update Personal Details
Please click on the link below to update your personal details. Irrespective of whether you are a new or a returning client, update and confirm your personal details such as your email id, contact phone number, mailing address as well as your bank account details.
Update all the relevant worksheets mentioned below to provide us with important information that we require to completely fill your tax returns and to ensure to minimize your tax liabilities. Please make sure to provide correct and accurate information.
Once we have prepared your tax returns, we shall update the file on our client portal. You shall receive an email as well as a mobile text message informing about it. Kindly, review the tax returns prepared. Clarify any query you might have and then remember to pay your tax bill on time. Review as well as tax bill payment links are provided below.