The Tunstall Organization, Inc.
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  • Home
  • Process
  • Accounting/Bookkeeping
  • Tax Prep
  • Pricing
  • Team
  • Blog
  • Vlog
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Process

For both Accounting and Tax Prep, our goal is to enable you and your business to achieve the best outcome. To have a chance at doing that, we need to understand your business and confirm that you understand our process. There are responsibilities on both sides. Setting expectations up front gives the engagement a better chance to be successful.

Accounting


Discovery

We connect to ask questions to see if we're able to help and a fit.
​

Engagement

We send you a proposal that addresses the areas and scope of work where we're able to help.

Onboarding

Once agreed upon, we start the engagement by requesting docs/access to get your systems & tools linked and set-up.
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Work

Within the scope we've engaged, we'll work on delivering your accounting with the intention of giving your business the best chance of experiencing the outcome you want.

Tax


Steps

  1. You click, email, or call us and we connect.
  2. We learn about what forms you'll need to file.
  3. You receive a quote for Tax Prep (by the form).
  4. You digitally sign an engagement proposal.
  5. You provide your support docs (we email you a request list).
  6. We prepare your return (We need all of your support docs).
  7. We email you a completed draft copy to review, an e-file authorization to digitally sign, & an invoice with a link to pay by ACH.
  8. We finalize your return, receive your signed e-file authorization, & payment.
  9. We e-file your tax returns.
  10. We email you an acceptance acknowledgements when your returns have been accepted.
  11. You review our service and refer your friends & colleagues:)
Book A Discovery Call Today
"I had a great experience working with The Tunstall Organization. They are very service minded and professional. They understood I needed a lot of help and provided top-notch support throughout the process. I will use them going forward and would happily recommend them to anyone else."
- Wilhelm Hoffman via Yelp
The Tunstall Organization, Inc. 
615 S. College ST. 9th Fl
Charlotte, NC  28202

200 Broadway - 3rd Fl WeWork
​ New York, NY 10038
​

​info@tunstallorg.com
212-420-1077

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  • Home
  • Process
  • Accounting/Bookkeeping
  • Tax Prep
  • Pricing
  • Team
  • Blog
  • Vlog