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

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Discovery

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

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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:)

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"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