Schedule a consultation: Utilize our convenient online scheduling tool to secure your appointment & submit the consultation fee. (This fee is applied to your tax preparation cost.) Once the deposit for the consultation is paid and confirmed, a Zoom link will be created for the date & time of your tax consult.

Tax Consultation: During the virtual tax consultation, we will get to know your specific tax situation by reviewing your tax documents, sources of income and specific needs. BWT will also answer any questions or concerns that you have about your current tax circumstances.

Tax Preparation: BWT will analyze your tax information and prepare your tax return. During this time, additional tax documents or information may be needed in order to take advantage of additional opportunities to maximize your tax refund. Once the tax preparation process is completed, we will advise you of the final numbers for the return.

Review & Payment: Once you confirm that you would like to proceed with processing your return. We will review the details of the return and you will have several options to pay the tax preparation fees. " We offer the option to pay directly from your anticipated refund through the Refund Transfer program or an invoice will be sent via email/text. The initial consultation fee will be deducted from the tax preparation cost. 

Filing: Once the invoice payment is received in full or you have elected the Refund Transfer method, BWT will submit the return to the IRS and any applicable state/local taxing authority required. Most returns will qualify for electronic filing or "e-file" which is secure and efficient. Some prior year returns & amendments may require mailing documents directly to taxing authorities.

Tax Documents: You will have the option to receive your paperwork via secure electronic delivery through the TAXESTOGO mobile app, encrypted email, or certified postal mail.