Remote Tax Preparation Document Upload Checklist & Process

Step 1: Gather Required Documents

Take a look at what you need 

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Step 2: Upload Process

📌 Access Secure Client Portal:

• Visit Firelands Accounting and log into our secure portal.

• Upload all necessary documents

• Ensure all documents are clear and legible before submission.

📌 What to Expect After Upload:

• A tax preparer will review your documents and contact you if additional information is needed.

• You will receive an estimated completion date for your return.

• Once your return is prepared, we will schedule a virtual review before filing.

Step 3: Review & Filing Process

📍 Review & Approval:

• We will provide a draft of your tax return for review via the client portal.

• Discuss any questions or concerns with your preparer through a secure message or virtual meeting.

• Sign and approve your return electronically for submission.

📍 Final Submission:

• Your tax return will be electronically filed (e-filed) upon approval.

📍 Receive Your Refund or Pay Taxes Due:

• Track your refund status at IRS Website Link.

• Make payments directly through the IRS or state tax agency as needed.