Tax Preparation with Eliseo CPA, LLC
We have created a simple 4-step process to make your 2020 tax preparation as easy as possible. We value your privacy and security and encourage you to use the secure methods below to share information and files with us. Remember to never send sensitive info via email!
1.
Enter your 2020 information into our secure questionnaire. It must be completed in one sitting but should take less than 30 minutes: Questionnaire
Setup your client portal using the link we sent you. If you haven’t received your client portal invite yet please e-mail admin@eliseocpa.com with the subject header “Client Portal Invite” to have your link resent.
2.
3.
Upload all applicable documents for you, your spouse, and dependents (if applicable) into your portal’s “2020 Tax” folder through the online portal or the mobile app*.
Common documents you may need to upload include:
- 2019 tax returns (only necessary if you are a new client) A photo or scan of a voided check from your bank account
- A photo or scan of yours and your spouse’s (if applicable) driver's license
- W-2s from all employer(s)
- 1099-MISC forms reporting rents or other compensation
- 1099-R forms reporting retirement info
- 1099-INT forms reporting interest income
- 1099-DIV forms reporting dividend income
- 1099-B Brokerage statements reporting transactions for stocks, bonds, etc.
- K-1 forms from partnerships, S-Corporations, trusts or estates
- 1098 forms reporting mortgage interest
- Copies of real estate tax bills
- Closing statements regarding the sale or purchase of property
- A detailed list of self employed income and expenses including mileage and home office information
- Any other tax documents or documents you have received not listed above but that might be necessary in accurately preparing your 2020 tax returns
*You can take pictures of tax documents directly from your phone to upload to your portal using the Canopy mobile app (available in the iOS & Google Play app stores). The app is called "Canopy Client Portal" under both stores and the logo is a white square with a blue triangle inside. Please make sure to sign up for your portal online prior to downloading the app.
Once we receive your questionnaire and tax documents we'll complete your returns and will contact you with any questions that arise throughout the process.
4.
Upon completion of your return, we’ll schedule a phone call to discuss the results. After our chat, we’ll send you a request for an electronic signature and payment so that we can file your tax return with the appropriate taxing authorities. The final copies of your returns will be saved directly into your client portal for access whenever you need them.
We encourage you to contact us if there’s anything you would like to discuss prior to the completion of your return. We are always available to you via email, and we are happy to schedule a phone call or meeting if necessary.