Business Tax Filing Procedure

Thank you for selecting Zhou Agency for your business tax filing needs. We invite you to follow the steps below to begin your tax preparation journey with us.

1.   Provide Tax Information. Please fill out the attached worksheets in the email from your accountant and send them back to your accountant. Or you can send your own financial statements including P&L and balance sheet.

2.   Schedule a Tax Delivery Session. After receiving your documents, your accountant will send you a scheduling link to walk you through your tax return result. Your accountant might also reach out to you if she/he has any questions regarding the documents you submitted.

3.   Walk You Through the Return. Your accountant will walk you through your business or organization’s tax return result via a video meeting at your scheduled time and offer you tax efficient strategies unique to your situation to minimize your tax liability.

4.   Pay, Sign and E-file. Please pay the invoice after the delivery session. You will then receive the return documents to review and sign. We will e-file your return after we receive your signed e-file authorization form.

 Thanks for choosing Zhou Agency. We look forward to serving you.