Individual Tax Filing Procedure

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

1.   Complete Tax Organizer and upload ALL your documents. You will receive a separate link from our system for you to access our secure portal to complete your tax organizer and upload your tax documents. 

2.   Schedule a Tax Delivery Session. After you finish the tax organizer and upload your documents in the portal, you will receive a scheduling link from us within 2 business days. We might reach out to you if we have any questions regarding the documents you submitted.

3.   Walk You Through the Return. We will walk you through the 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.

Please be noted that you will only receive the appointment scheduling link after you complete the tax organizer and upload ALL of your tax documents. Therefore, please complete this step as soon as you can so we can start your tax preparation.

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