Tax Preparation Made Simple!
From Start to Finish
How it Works
-
1. Get Started with BBK Taxes
Ready to get started? Click our New Client? Get Started button to create your secure BBK Taxes client account.
Enter your email address and follow the prompts to register through our TaxDome portal. It's quick, easy, and allows you to begin the tax preparation process from the comfort of your home!
-
2. Access Your Secure Client Portal
Once you've registered, you'll have access to your secure BBK Taxes client portal through TaxDome.
Here, you can complete your tax organizer, securely upload documents, communicate with our team, and review and electronically sign your tax return, all in one convenient place!
-
3. Complete Your Organizer & Engagement Letter
Once you're in your secure portal, you'll be asked to complete your tax organizer and sign your engagement letter.
The organizer helps us gather important information about your income, deductions, credits, and other tax-related details.
Please answer each question as accurately as possible so we can prepare your return efficiently and avoid unnecessary delays.
-
4. Upload Your Tax Documents
Once you've completed your organizer and signed your engagement letter, it's time to upload your tax documents!
Using your secure TaxDome portal, you can easily upload W-2s, 1099s, receipts, and any other documents needed to prepare your return.
Please make sure all documents are clear, complete, and uploaded to the appropriate section of your portal to help us prepare your return accurately and efficiently.
-
5. We Prepare Your Tax Return
Once your organizer and required documents have been received, our team will begin reviewing your information and preparing your tax return.
We'll carefully review your income, deductions, and credits to ensure your return is accurate and complete.
If we need additional information or clarification, we'll reach out to you through your secure TaxDome portal.
Our goal is to make the preparation process as smooth and stress-free as possible!
-
6. Review Your Tax Return
Once your tax return is prepared, we'll upload your review documents to your secure TaxDome portal before your scheduled review appointment.
Please take a moment to review your documents and verify that your name, Social Security number, address, and banking information are correct.
During your appointment, we'll go over your return, discuss your refund or balance due, review your payment options, and answer any questions you may have.
Review appointments typically last 30 minutes to one hour.
-
7. Approve & Sign Your Tax Return
After your review appointment, you'll return to your secure TaxDome portal to approve your completed tax return.
If everything looks correct, simply approve your return and follow the prompts to electronically sign your authorization forms.
If you notice anything that needs to be corrected, you can request changes before approving.
For married couples filing jointly, both spouses must complete their required signatures.
Once all approvals and signatures are received, your return will be ready for electronic filing!
-
8. We File Your Tax Return!
Once your return has been approved, all required signatures have been received, and payment arrangements are complete, BBK Taxes will electronically file your return with the appropriate tax agencies.
We'll notify you once your return has been accepted, so you'll know your filing is complete!
You can continue accessing your tax documents anytime through your secure TaxDome portal.
Thank you for trusting BBK Taxes with your tax preparation needs! We look forward to working with you year after year!