A PEOPLE-FIRST PROCESS

We understand the person
before the paperwork.

A thoughtful process built to listen, understand, identify what you need and move forward with clarity.

Listen

We begin with your questions, concerns and the context behind your tax needs. Do not submit sensitive tax information through the initial form.

We take time to understand what is happening before discussing paperwork or possible next steps.

We identify the service needs and the information that may be relevant to your particular situation.

You receive guidance about the documents needed for the agreed work. Requirements vary by taxpayer and service.

Miss Tax prepares the agreed work using the information and documentation you provide.

Relevant details are reviewed with you before filing or completing the applicable next step.

When appropriate, the return is filed electronically and confirmations or subsequent steps are explained clearly.