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INDIVIDUAL TAX CHECKLIST & PROCEDURES

At MKHS Tax Group, we help you understand more, stress less, and file with confidence. To make your tax preparation process smooth and efficient, please follow these steps and use this checklist before your meeting.

PRE-MEETING PREPARATION

  • All prior year tax return (federal and state)

  • Details of all income received in the tax year.

  • Any IRS or state notices you received.

  • Life changes

POST-MEETING ONBOARDING NEW CLIENT:

  • As part of onboarding, you will be asked to register for TaxDome (our secure client portal).
    Inside your portal, you will be able to:

    • Upload and access tax documents

    • Complete any follow-up TaxDome organizers

    • View and pay invoices

    • E-sign your returns

  • You will receive an engagement letter and an invoice with a 50% upfront retainer fee.

  • Once the engagement letter is signed and retainer is paid, your return will enter our preparation queue.

  • You will also receive a New Client Onboarding organizer. Please complete this in full.

TAX ORGANIZER & DOCUMENTS

  • Once January comes, you will receive a notice from TaxDome that your Tax Organizer is ready for you to complete.

  • To keep things secure and efficient, please submit all documents via TaxDome in PDF, Excel, or Word format.

  • If you need to take a photo, please use the TaxDome app to take photos of your tax documents and upload them to TaxDome.

  • Please name files clearly (ex: "2024 W2 XYZ Company"

  • Reply to TaxDome messages or emails quickly — many contain multiple requests, so please address all items at once. The faster you respond, the faster we can complete your return and provide tax-saving insights.

DEADLINES & SCHEDULING

  • If you will be travelling near a filing deadline, (3/15, 4/15, 5/15) or need your return completed by a specific date, let us know as early as possible so we can plan accordingly.

  • If you have not submitted your documents by the deadline and want your return to be filed on time, it will be a $200 expedited fee.

FINAL INVOICE & EFILE COMPLETED RETURNS:

  • Your final invoice will be posted to TaxDome when your return is comoplete.

  • Payment must be made before we efile your return.

  • You will esign the efile authroization form via TaxDome.

  • Should you have any questions, feel free to call us or email us. Allow us 48 hours to respond.

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