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Working with Apple Blossom Tax Service
Welcome to Apple Blossom Tax Service! We're excited to be your financial partner. For this tax year, our engagement process prioritizes simplicity and transparency. Whether you're a new or current client, experience efficiency through new procedures like auto-billing, DocuSign, assigned drop-off dates and more. Embracing change for enhanced service, we're dedicated to streamlining your financial interaction. Our approach evolves for efficient tax preparation, improved turnaround times, and a balanced workflow. Thank you for choosing us—your journey with Apple Blossom Tax Service is designed for simplicity and efficiency."
Our Tax Process
Select Your Service Plan:
Choose from three tailored service plans, each designed to meet your unique tax preparation needs. A summary of these plans will be included with your engagement letter, and detailed information is available on our website.
If you’re unsure which plan is best for you, don’t worry—your tax preparer will review your selection and provide guidance to ensure it aligns with your specific requirements.
Schedule Your Document Submission Appointment:
Within fourteen business days of receiving your signed engagement letter, your assigned tax preparer will:
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Review your service plan choice.
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Confirm your preferred delivery method for your Tax Organizer.
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Schedule your 15-minute document review appointment.
Appointments can be conducted in person, via Zoom, or over the phone—whatever works best for you.
Tax Organizer Delivery
Your Tax Organizer will be uploaded to your client portal. If you prefer a mailed copy, let us know, and we’ll send one promptly.
Document Review Appointment
During your 15-minute document review appointment, your tax preparer will:
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Identify any missing documents or information needed for accurate filing.
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Discuss any complexities in your return.
If you have a complex return or delayed documents, we’ll conduct a preliminary review and estimate your tax liability based on last year’s figures. If needed, we will file an extension on your behalf.
Client Engagement:
Confirm your spot on our client list by reviewing and signing your engagement letter. This step must be completed by January 15 to guarantee service. After this date, we will extend openings to clients on our waiting list.
Your engagement letter will be sent via email for electronic signature. If you haven’t received it by December 15, please contact our office promptly.
Extension Filing and Estimates
If an extension is necessary, we’ll file it during your document review appointment. We’ll also provide an estimated payment amount and any required vouchers for the April 15 and June 15 estimated tax payments.
Final Payment
After your 15-minute document review appointment, we will email an invoice based on your chosen service plan. You may pay the balance in full or make payments toward the balance due.
Your tax return will be completed, and E-File Authorization forms will be provided once your invoice is paid in full.
Tax Return
Completion
Your tax return is finalized when you sign and return the E-File Authorization (Form 8879). This step signals that your return is ready for submission.
Important Notes:
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Limited Availability: Spaces for tax preparation services are limited. Secure your place by signing the engagement letter by January 15, 2025. After this date, we will offer available spots to clients on our waiting list.
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Extensions Are Common: Due to the high volume of clients, many returns will be filed under an extension, with a final filing deadline of October 15, 2025.
Explore the full range of financial services Apple Blossom has to offer.
Let’s Work Together
Get in touch so we can start working together to get your taxes filed!