How it Works

 

We’re Here to Help.

At Lacey Tax & Accounting Services, we strive to make your tax season—and every tax season after—smooth and hassle-free. Our secure and user-friendly portal provides 24/7 access to your tax files and documents, so you can stay organized and informed at all times. Additionally, we ensure consistent communication throughout the process, giving you peace of mind and reliable support every step of the way.

 

01 — Contact us

Ready to get started? Send us a message or give us a call at 831-435-6048 to provide a few details about your tax filing needs. We’ll review your information and provide you with the next steps to begin the onboarding process.

02 — Complete Your Onboarding

Once we’ve received your inquiry, a member from our team will respond to your message or connect with you by phone to discuss your needs and next steps. When you’re ready to move forward, we’ll send you our onboarding emails with everything you need to get started including:

- A welcome email with important information about working with our firm

- Your engagement letter to review and sign electronically through Docusign

- Registration instructions for our secure client portal

- Your tax organizer to help us gather the information needed for your return03 — Upload documents

We will email a secure portal for you to upload your financial documents. We will also provide a checklist of what to upload based on your needs.

03 — Register & Provide Your Documents

Register for your secure client portal using the registration email included in your onboarding emails. You’ll create your own password and can access your portal anytime.

 Your tax organizer is a step-by-step questionnaire designed to make gathering your information easy. As you complete the organizer, you’ll be guided through the documents and information needed for your return and can upload your tax documents directly to the tax organizer or through the secure portal.

New clients: Please upload a copy of your most recently filed tax returns. We’ll need this to help us prepare your current-year return accurately.

Need tax transcripts? If additional information is required, our team will let you know. Tax transcripts may be needed in certain situations and can be requested directly from the IRS. If you prefer, our firm can also assist with requesting transcripts on your behalf. Request IRS Transcripts

04 — Relax. We’ve Got It From Here

Once you’ve completed your organizer, uploaded your documents, and signed our engagement letter, our team will review everything and begin preparing your return. We’ll reach out if we need anything else. Otherwise, sit back and let us take it from here.

Let’s talk.

Send a Message

How it Works: Frequently Asked Questions

  • IRS transcripts can be requested directly from the IRS through their online Get Transcript service. Transcripts may be needed to verify income, review prior-year tax information, or assist with preparing and filing a tax return.

    "Request Your IRS Transcripts" https://www.irs.gov/individuals/get-transcript

    If you would like assistance obtaining your IRS transcripts, our firm can order them on your behalf. Please contact us for assistance.

  • An extension gives you more time to file, not more time to pay — any tax owed is still due by the original deadline to help minimize penalties and interest. An extension can make sense if you're missing documents and need more time to complete an accurate return. If this sounds like you, message us today to explore a tax extension.

  • Yes. If you owe taxes that you cannot pay in full, you may be eligible to set up a payment plan with the IRS. Depending on your situation and the amount you owe, the IRS offers short-term and long-term payment options that allow you to pay your balance over time.

    Individuals can generally apply for a payment plan through the IRS Online Payment Agreement tool. Eligibility, payment terms, and setup fees vary based on your balance and circumstances. Interest and applicable penalties generally continue to accrue until the balance is paid in full. Call us today to discuss your tax liability and repayment options.