By working through your bookkeeping records on a monthly basis, we're able to provide a seamless tax process for you come tax season. On a high level, here is what you can expect during annual tax season with Heard:
1. Information Gathering. In December 2021 and January 2022, we'll reach out to you and ask what kind of tax support you'll need for the 2021 tax year via our Pre-Tax Season Survey.
2. Tax Questionnaire. In this questionnaire, we'll collect any information needed in order to begin drafting your tax return. This is our time to better understand any important changes that may have happened to you in 2021, gather any relevant tax forms from you, and clarify some information around your deductions.
3. Tax Preparation. Once your tax questionnaire is submitted, our Tax Team will notify you when tax preparation has begun. Once you've been notified, we will require you to answer several follow-up questions and ask that you be available for the next 7 business days to ensure the return is completed in a timely fashion.
4. Ready to eFile. We will complete and review your tax return. If all looks good, we will ask for your signature in order to eFile your return and offer you resources to submit payment on the federal and state levels. You are responsible for submitting any tax payments owed.
5. That's it – you're all done! And it's time for you to celebrate.