At Manning Huang CPA & Co. we are happy to make your business tax return filing(s) a breeze this year. Don't worry if you are not an Orange County resident because with today's technology, we will be able to handle your tax return preparation no matter where you are! Please follow the below steps:

For New Business Customer:

Step 1: Contact us to schedule for a free consultation either a face to face meeting, or via Skype or phone. We will email you a link around mid-January to sign the engagement letter and complete your organizer.

Step 2: Attend your consultation - bring a COPY of all your tax documents (ie. 1099 MISCs that you received from your clients or customers, YTD Profit and Loss Statement, Quickbooks Data File, or MS-Excel or just let us know the Login credentials to your Wave or Xero or Quickbook Online accounting provider). If our meeting is via skype or phone, please scan and upload your tax documents via Intuit Link before our tax meeting. Contact us so we can set up a profile for you.

Step 3: Read the engagement letter and complete our electronic organizer. Please spend time to complete the organizer as thorough as possible. This would assist us to identify addition tax saving opportunities that you normally would miss.

Step 4: We will notify you when your tax return is complete. Please review, and sign the tax return(s) and pay the invoice.

Step 5: Schedule a post-tax season mid-year review with us to discuss new changes to your business and tax planning for current and next year.

For Existing Business Customer:

Step 1: We will email you a link around mid-January to sign the engagement letter and complete your business organizer. Contact us if you did not receive a link or if there are any new changes to your business.

Step 2: Read the engagement letter and complete our electronic organizer either via Intuit Link or fax us the paper version. Please spend time to complete the business organizer as thorough as possible. This would allow us to identify addition tax saving opportunities. Scan and upload your supporting tax documents via Intuit Link or fax your supporting tax documents (ie. 1099 MISCs that you received from your clients or customers, YTD Profit and Loss Statement, Quickbooks Data File, or MS-Excel version or the Login credentials to your Wave or Xero or Quickbook Online accounting provider). We will contact you via email or text upon receipts of your tax documents and also if we need additional information.

Step 3: We will notify you when your tax return is complete. Please review, and sign the tax return(s) and pay the invoice.

Step 4: Schedule a post-tax season mid-year review with us to discuss new changes to your business and tax planning for current and next year.