Easy to understand

TAX RETURN WORK-O-LOGY

We can work on any of the accounting software and add-ons of your choice!

Document Requisition.

The client needs to send us the required documents. We will send a checklist and a standard format of the essential documents to our clients. Meru Accounting operates in the following modes-

a. Remote Login
Our clients can scan and upload the required documents on their server or e-fax the documents to us. Our expert team will log in to our clients’ system using any secure virtual technology like Netsonic, VPN/RDP/TeamViewer and complete the procedure on their behalf.

b. Using Cloud based Software
The clients can upload the scan copies of the required documents on a secure FTP server or send them by e-fax messenger, Google drive or Dropbox. The client also needs to provide their login details for the online software via our secure mailing system. Our team will then sign in and complete the following procedure. The data will be saved on cloud.

Final Preparations And Filing

a. Review of Returns
A draft copy of the tax return with the calculated Tax Refunds/ Liability will be sent to the client for review. The draft will include some questions or comments from the Tax expert. The client can request for multiple modifications if needed.

b. Submission of the Final Copy to the client and filing to IRS
After reviewing the tax returns, the final copy for the income tax return will be sent before the due date. The clients just need to sign and send the Tax return file to the Internal Revenue Service via some designated UPSC courier services like DHL Express, UPS and FedEx. We will take care of all the communications part with the Internal Revenue Service if any query arises.

Accounting Software. Accounting Software..

a. Preparation for Tax Return
The relevant information from the documents will be taken into a software of the client’s choice by our tax professionals. The scanned copies of the original documents along with the transactions will be saved into the software in order to make them easily accessible. All the copies of the documents would be verified with the source documents.

b. Auditing of Tax Returns
Our experts will then verify if all the required information has been correctly entered. The Tax expert will then prepare the Tax return report based upon bookkeeping done for the given period and the information received.

Software Expertise

We can work on any of the Accounting Software of your choice!


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