Tax preparation — Workstation

Everything for this service in one place

Cases in queue

1

Documents missing

2

Awaiting response

0

Completed

0

Cases in queue

2025 individual tax return

Luis Ramírez

Tax preparation

1Intake
2Documents pending
3In preparation
4Submitted
5Awaiting response
6Completed

Step 3 · Required checklist

0/4

Enter income and deductionsRun accuracy review and credits checkReview the summary with the clientObtain e-file authorization signature

Finish the checklist to continue.