Moyer Tax Services Tax Prep Process
Here is exactly what to expect when you work with us to prepare your tax return.
Request Your Quote
Request a quote online or book a brief introductory call to review your situation and get a clear, upfront price for tax return preparation.
Prior Year Tax Return Review
We'll review last year's tax return at no charge to identify any tax saving opportunities and ensure we start our relationship on the right foot.
Sign Client Agreement
Sign your client agreement. Remember, payment isn't due until your return is ready to be filed.
Customized Tax Document Checklist
Instead of a generic checklist, you'll receive a personalized list of the tax documents you should expect.
Submit Your Tax Documents
Submit your documents through our secure online portal, mail them to us, or drop them off at our office.
Tax Return Preparation
Your return is prepared from start to finish by our own team and rigorously reviewed for accuracy and the best possible outcome. We'll contact you promptly by phone or email if we need anything else to keep your return moving.
Our Clients' Favorite Part of Working With Us
Tax Return Video Explanation
You'll get a line by line video walkthrough of your tax return so you can fully understand your tax situation.
Submission and Confirmation
After you sign the e file authorization and pay your invoice, we'll file your return. Once accepted by the IRS, we'll send you a copy.
Year Round Support
We're on your team year round for tax questions. After tax season, we'll proactively share strategies to optimize your future tax bills.
Included For Every Tax Prep Client
Complimentary Financial Plan
After tax season ends, we'll schedule a complimentary financial review. Together, we'll take a comprehensive look at your finances, retirement outlook, and tax situation to strengthen your tax planning and overall confidence in your financial situation.
Ready to Get Started
Choose the way that works best for you.