Our process - How we work

We work closely with our clients to understand their financial situation and tax goals. Whether you visit our Starkville office or schedule a virtual meeting, we take time to understand your unique circumstances.

During the initial consultation, we review your previous returns, discuss any major life changes, and identify potential deductions and credits you may qualify for. We'll explain our fee structure and answer any questions you have about the tax preparation process.

Once we understand your situation, we provide you with a comprehensive checklist of documents to gather, making the process as smooth as possible.

Based on your consultation, we carefully prepare your tax return using professional tax software and our extensive knowledge of federal and Mississippi tax law. We review every document you provide to ensure nothing is missed.

Each client receives personalized attention from our experienced tax professionals. We meticulously categorize income, identify all eligible deductions and credits, and ensure accurate calculations throughout your return. Our team stays current on the latest tax law changes to maximize your benefit.

Throughout the preparation process, we maintain open communication. If we have questions about your documents or identify opportunities for additional savings, we'll reach out promptly to discuss your options.

Before filing, we schedule a comprehensive review meeting with you. We walk through your completed return line by line, explaining each entry and answering all your questions.

This is your opportunity to understand exactly what's being reported, ask about any deductions or credits, and feel completely confident before we file. We never rush this process—your understanding and peace of mind are our priorities.

Once you approve, we electronically file your return and provide you with copies for your records. We also offer year-round support if you receive any IRS correspondence or have tax questions.