It’s time to get peace of mind about your taxes.
Enjoy streamlined processes and clear communication
When you work with Stonebridge Tax Solutions, you’ll know exactly what we need from you and your next steps so you feel confident about your taxes.
New Clients
- Upload your signed engagement letter and tax and other documents
- We’ll process your return based on your tax information. We’ll email you if we need more information or additional documents.
- We’ll upload a copy of your tax return for you to review and will send an email to let you know.
- Meet with Ron via Zoom to make sure everything’s reported correctly.
- Sign Form 8897-S for your federal and state returns to authorize us to e-file your returns.
- Pay the tax preparation fee.
- We’ll upload an acknowledgement letter to your portal when your federal and state returns have been accepted. We’ll also send an email to let you know.
Current Clients
- We’ll upload your tax organizer in early January.
- Upload your tax documents and sign your engagement letter no later than February 25. This lets us know you’re still using our tax services.
- We’ll process your return based on your tax information. We’ll email you if we need more information or additional documents.
- We’ll upload a copy of your tax return for you to review and will send an email to let you know.
- Sign Form 8897-S for your federal and state returns to authorize us to e-file your returns.
- Pay the tax preparation fee.
- We’ll upload an acknowledgement letter to your portal when your federal and state returns have been accepted. We’ll also send an email to let you know.
Your Trusted Tax Preparation Partner
If you have any questions after reviewing your return, please send me an email. We’ll set up a virtual meeting to answer your questions.