© 2012 Wildboar Tax & Accounting LLC
A GENERAL OVERVIEW OF OUR TAX PREPARATION PROCESS
Complete web organizer
Meet with Joanna
Upload, fax or mail documents
Original documents scanned for
portal posting
Return preparation begins
Draft return, invoice & form posted to portal
Review draft, notify if changes, sign Form 8879, pay invoice
Return e-
Original documents mailed with any paper returns
CLICK THE BOXES FOR ADDITIONAL DETAIL
CLIENT RESPONSIBILITY
WTA RESPONSIBILITY
Submit signed engagement letter
Upon acceptance archive copy posted
