Client Resources

ETS Process

Complete Onboarding

After opting in, you'll be receiving an email with the Proposal, Contract, and Invoice that you need to complete. Once received, we will send you access to your Client Portal within 24-48 hours.

This is where you will do some work. Inside the Client Portal will be your Tax Organizer for you to complete as well as upload any documents/files we need. Generally, providing us with all the information one time and being as thorough as possible minimize a lot of back and forth.

We’ll follow up if we are still missing info and will begin preparation once everything is provided.

ETS Tax Prep

Once all documents are uploaded, Tax Preparation begins. We will reach out if we have any questions and/or concerns.

Please allow 5-7 days for this process and 7-12 days during peak seasons (March 1-15 and April 1-15).


Once Tax Preparation is complete, you will have the option of how you would like your Tax Return reviewed. I will make you a loom video going over your Return while also sharing a copy of the Tax Return for you to view via the Client Portal. You are then able to review the return and decide if you'd like to schedule a Zoom call.

Once the Review is Complete, your Tax Return will be submitted and a final copy will be in the Client Portal for your records.

Please see our FAQ's below for more resources.

Dates to Remember

ETS TAX YEAR 2023 (1)

Below, you'll find answers to the questions we get asked the most about Taxes, Bookkeeping, and your Client Portal.

General FAQs

Bookkeeping FAQs

Taxes FAQs

Client Portal FAQs

More FAQs

IRS Tax Bill Payment Options

How Can I make It Easier to Work with us During Tax Time?

Should I Pay Monthly or Quarterly Taxes?

What Exactly is Bookkeeping and How Does it Help my Business?

Do I Need to Give You Receipts?

Should I file a Tax Extension and What are the Pros/Cons?

What is a Tax Projection?

What is Considered a Valid Deduction?

Quick links

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