MKHS TAX GROUP FIRM POLICIES

The retainer is 50% of the invoice up front.

Your return will be added to our preparation queue once we have both the retainer and your tax documents.

The retainer is applied to your final invoice, any unused balance will be refunded at the end of the engagement.

When your return is complete, we will provide a final invoice along with your e-file authorization forms. This will be done via TaxDome.

Any remaining balance is due before we file your return.

We are unable to efile any returns until payment has been received in full.

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"

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.

Please send all documents at once and confirm they are completed before submitting in TaxDome. 

Respond to our questions promptly and completely - many of our emails include multiple requests, so be sure to answer all items in your reply. If you do not understand, feel free to give us a call.

Our firm follows strict quality control procedures to make sure every return is carefully reviewed before filing.

Secure Document Portal: You will receive your TaxDome registration email. This is the secure portal you will upload all documents, fill out your tax organizer,  pay invoices, sign engagement letters, communicate, and sign efile authorization forms.

Questions about your tax return: A tax professional will respond within 48 hours during business days.