Let’s Get Started
We make the tax process clear and simple. Here’s what you can expect when working with PLUS/AUDIT TAX P.C.:
1. Engagement Agreement
Before we begin, we’ll provide an Engagement Agreement that outlines our services, responsibilities, and fees. This ensures transparency and peace of mind for both you and our team.
2. Share Your Information and Gather Your Docs
Next, you’ll provide your documents and details. You can upload them securely through our client portal or bring them to our office. To help you stay organized, we offer Tax Organizers and Checklists tailored for individuals and businesses.
3. Preparation & Review
Once we receive your information, we’ll check for accuracy, compliance, and opportunities to minimize your tax liability and carefully prepare your return.
4. Draft & Clarifications
We’ll share a draft of your return with you. If we have questions or need clarification, we’ll reach out promptly to ensure everything is correct and complete.
5. Final Review & Approval
You’ll have the chance to review your completed return. We’ll walk through the results with you, answer questions, and confirm your approval before filing.
6. Secure Filing & Copies
After approval, we’ll e-file your return with the IRS and state. You’ll receive a secure copy for your records, along with guidance on next steps such as estimated payments or tax planning opportunities.
Ready to Get Started?
We’re proud to serve our local community in Colorado, but we also work with clients across the U.S. Whether you’re a freelancer in New York, a business owner in Texas, or an expat living abroad—we’re ready to help you navigate your tax situation.