Begin Your Tax Filing With Confidence
Welcome to U-Consults Tax Services.
This page explains exactly how to get started, what to expect, and how to complete each step securely.
Whether you are filing for the first time or need professional assistance, our process is simple, transparent, and secure.
COMPLETE THE TAX INTAKE FORM
Why This Is Important?
The intake form allows us to understand your tax situation before preparing your return. This helps ensure accuracy and proper compliance.
What You’ll Provide:
Basic personal information
Filing status
Income type (W-2, 1099, self-employed, etc.)
State(s) where you need to file
Dependent information (if applicable)
📌 Please answer all questions honestly and completely.
UPLOAD YOUR DOCUMENTS SECURELY
After completing the intake form, upload your documents through our secure client portal.
Common Documents Include:
W-2 and/or 1099 forms
Government-issued ID
Social Security card or ITIN document
Prior year tax return (if available)
Self-employment income & expense records
🔒 Important Security Notice
Sensitive documents must only be uploaded through the secure portal.
Do not send documents by email or text message.
REVIEW PRICING & SUBMIT PAYMENT
Tax preparation fees are based on the complexity of the return, not the refund amount.
When Payment Is Required:
When you submit your intake form and documents. Our team will review your tax complexity, and you will receive your invoice. Payment is required after preparation and before electronic filing. Payment can be made on your client dashboard or by phone
Filing will not proceed without payment approval
Payment accepted: Zelle, Cash, Debit/Credit Card, etc. There will be a processing fee if you pay by credit card.
TAX PREPARATION & REVIEW
Once your intake form, documents, and payment are received:
We prepare your tax return carefully
We review information for accuracy
We may contact you if clarification is needed
You will have the opportunity to review your return before filing.
CLIENT APPROVAL & E-FILING
After review and approval:
Your tax return is electronically filed
Confirmation will be provided once accepted
📌 No return is filed without client approval.
IMPORTANT DISCLAIMERS
Tax Education vs Tax Preparation
Participation in tax education sessions or consultations does not automatically result in a filed tax return.
Tax preparation services require:
Completed intake form
Document submission
Client authorization
Payment of applicable fees
No Guarantee of Refunds
Tax outcomes vary based on individual circumstances. U-Consults does not guarantee refunds or specific results.
DATA SECURITY & PRIVACY
U-Consults follows IRS-recommended data protection practices and maintains a
Written Information Security Plan (WISP).
Secure intake forms
Encrypted document uploads
Limited access to client data