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Below would be the next steps
Step 1
Schedule An Introductory Call:You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Schedule MeetingStep 2
Understanding your Business & Finalizing Quotation:Please share your Last 2 months Bank & Credit card statements for us to give you a quote. We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
Fill FormStep 3
On boarding call with Bookkeeper/Accountant:We shall give you one point of Contact who would be working as your Bookkeeper/Accountant. They will be Accessible through Zoom, Skype, WhatsApp Email and Phone
Step 4
Get Started:Daily/weekly/monthly work updates as discussed will be sent to you once we start working followed by a Management report.
Step 1
Schedule An Introductory Call:You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Schedule MeetingStep 2
Document Submission & Quote :Send your previous year’s tax return and financial statements Via Mail.
Step 3
On boarding call with Tax Preparer & Tax Analyst:Join an onboarding call to complete the tax organizer and review financial documents. We identify and request any missing information.
Step 4
Tax Review & Online Filing:A CPA or EA reviews your tax return, followed by your final approval.
Once approved, we file your return online with the IRS.
Get A Free Quote !
Talk To Any Of Our Expert
Rushabh Shah
(Chartered Accountant)
Founder & Managing Director at Meru Accounting
