Our Tax Preparation Process

Receive Tax Return Package

We send you:

  • Engagement Letter
  • Tax Organizer/Questionnaire
  • Foreign Accounts Information Sheet

Provide Your Tax Information

You send us:

  • Signed Engagement Letter and retainer
  • Completed Tax Organizer and Questionnaire
  • Supporting tax documents, if needed
  • Prior year’s federal and state returns

Relax – Tax Return Preparation
3-4 Weeks

Your tax preparer:

  • Reaches out to you
  • Requests clarifications and additional information, if needed
  • Prepares your returns and submits them for quality review

Deliver Tax Returns
By Due Dates

You receive a copy of your tax returns from us and:

  • If e-filing, sign and return your e-file forms to us (once accepted, we will send you the e-file confirmation)
  • If paper filing, sign and mail your returns to the addresses provided

Provide Feedback on our Performance

We request your opinion, and you:

  • Fill out our survey to tell us how we did

Extra Services and Other Important Due Dates

If you would like to have your tax returns extended...

Submit your signed Engagement Letter, and we will file an extension for you. If you need an extension calculation, provide your tax information by March 19, 2021.

If you live abroad on 4/15/21, or are certain U.S. non-residents...

Provide your complete tax information by May 24, 2021, to have your tax returns filed by June 15, 2021.

If you have applied for an extension of time to file your tax returns...

Provide us your complete tax information by September 15, 2021, to have your tax returns files by October 15, 2021.

Would you like to access your tax information directly from the IRS?

The IRS has made it easier for taxpayers to access their account information on the IRS website. You can check your payment history, make payments, check the status of your tax return, among other actions. Check out this short IRS YouTube video to learn how.

Also, the IRS now has an option to check the status of your stimulus payments.

Can’t find your tax package?

Contact our Office Manager, Yolanda Medina.

Ready for a free discovery call?

Book it Now

Why The Wolf Group?

Since 1983, we’ve worked with clients in the United States and abroad on international tax matters. We have a long history of “cleaning up” complex tax returns, reporting foreign assets, and reconstructing financial records.

Check out our extensive team of CPAs, all with vast international tax experience.

Looking for a Nexia Partner?

We’re an active member of Nexia, a global network of independent accountancy, tax and business advisors with over 250 firms around the globe.

Meet Our Tax Professionals

All Team Members