P&C Proven Tax Process

Efficiency Without the Headaches

Author

Vince Porter
February 08, 2025

Table of Contents

We’ve been preparing tax returns for a long time in this office—60 years and counting as a firm ! Over the years, we’ve fine-tuned a process that keeps things running smoothly and ensures your return gets filed efficiently, without unnecessary stress (for you or for us).

With so many clients relying on us, it’s essential that our workflow stays structured. That’s why we segment tax return processing into quarters. By scheduling work this way, we keep our team fresh and focused, ensuring that every return gets the attention it deserves.

If we allowed tax documents to trickle in randomly, we’d be swamped with an unmanageable flood at peak season. That’s why, when we request your documents by a certain time, it’s because we’re planning to prepare and file your return in that specific window—so you get the best service possible.

Our Turnaround Time & Your Role in It

Our goal is to turn your tax return around from document collection to filing in 4 weeks or less. To make this happen, we need your help! Please be responsive and helpful when we reach out with questions or requests.

If you ever need an update on your return’s status, you can:
📌 Reach out to your assigned staff member in our office.
📌 Email Andre at [email protected], and he’ll get you an update.

Important Update: Changes to Audit Protection Services

This year, we are not providing audit protection services as a standard offering. Audit protection covers handling tax notices you receive and representing you in the event of an IRS or state audit.

Instead, we are exclusively offering these services to our current advisory clients. If you want audit protection, you can enroll in one of our advisory programs:

🔹 Group Advisory

Group Advisory services grant you membership to our online community, P&C Advisory Collective, where we provide valuable tax and accounting resources. Whether it’s tax planning or increasing your business’s profitability, you’ll have access to expert guidance.

✔️ Live Zoom webinars where you can ask questions and get real-time answers.
✔️ Full tax notice resolution , including coverage for all correspondence related to federal or state notices.
✔️ Audit representation – If you’re audited while an active member, we’ll cover up to $5,000 in professional representation for any tax return we’ve previously filed.

🔹 Strategic Advisory

Strategic Advisory includes all the benefits of Group Advisory, plus personalized tax and business guidance tailored to your needs.

✔️ Monthly check-in calls with our team to review project status for your group.
✔️ Quarterly strategy sessions to discuss tax planning, business goals, and other important matters.
✔️ Ongoing expert support to keep your business on track.

If you’re interested in adding advisory and receiving year-round advisory support, reach out to us and we’ll discuss the best option for you!

Or you can sign up here -

Sign up here for - Group Advisory

Sign up here for - Strategic Advisory

How Your Tax Return Gets Handled (Step by Step)

Step 1: Document Collection 📂

Before we can work our tax magic, we need your documents! Gather your W-2s, 1099s, receipts, and any other necessary paperwork, then upload them securely here:

Our admin team will review everything to ensure we have what we need before moving forward.

Step 2: Tax Preparation 🧮

Once we have your documents, our tax pros get to work. We:

✔️ Input your data accurately.
✔️ Track down any missing details.
✔️ Analyze your situation to maximize deductions and minimize tax liability.

We make sure everything is in order so you can get the best possible outcome.

Step 3: Review & Double-Check 🔍

Now it’s time for a deep dive. We carefully review your return with three key goals in mind:

✅ Reduce red flags that could trigger an unwanted IRS audit (because no one wants that kind of excitement).
✅ Maximize every possible tax-saving opportunity to keep more money in your pocket.
✅ Cross-check our notes and conversations from throughout the year to ensure we didn’t miss anything important.

And because two sets of eyes are better than one, we have a second review to double-check everything before moving forward.

Step 4: Delivery & Adjustments 📬

Your tax return is ready! This year, we’re making things even more secure and organized. Your completed return will be uploaded to your Financial Cents portal in a folder labeled "Tax Return 2024."

No need to keep checking—we’ll send you an email notification as soon as it’s ready! This is the safest and most secure way to receive your tax return, ensuring your sensitive information stays protected.

If you have any questions or need adjustments, just let us know, and we’ll take care of it before moving on to the final steps.

Step 5: Approval & Payment ✍️

Before we can file your tax return, there are two final steps:

✅ Sign Form 8879 – This form authorizes us to electronically file your return with the IRS.
🚨 If you see anything you want to change, do NOT sign it yet! Let us know what needs adjusting first.

✅ Pay our fees – Once payment is complete and Form 8879 is signed, we’ll move forward with filing your return.

Once these steps are done, you’re officially off the hook for tax season, and we handle the rest!

Step 6: Filing Time! 🚀

We officially submit your return to the IRS and/or state tax agencies. You breathe a sigh of relief, and we celebrate another successfully filed return! 🎉