1. Client Intake & Document Organization
Establishing a clear folder structure for document storage: by Year (2025, 2024, etc.), Income (W‑2, 1099 forms, etc.), Deductions, State‑Specific items, and a completed Client Questionnaire.

2. Software Data Entry
Entering data exactly as it appears on the original source documents.

3. Calculation & Diagnostics
Reconciling totals with bank statements and other financial records. Verifying internal consistency and ensuring all required forms are included. Using professional tax‑software diagnostics to flag discrepancies.

4. Reviewer Quality Check
Having a second preparer review the return for typographical errors, logical consistency, and proper documentation supporting deductions and credits.

5. Electronic Filing & Confirmation
Filing major returns electronically whenever possible (paper filing only when required). Obtaining and saving proof of acceptance (IRS/state acknowledgments) and archiving the complete filing package.

6. Post‑Filing Archiving & Client Follow‑Up
Securely storing all source documents, calculations, signed authorizations, and filing confirmations. Providing the client with a copy of the final return and any relevant planning notes for the coming year.