At Manning Huang CPA & Co. we are happy to make your tax return filing 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 Customer:

Step 1: Contact us to schedule for a free consultation either through a face to face meeting or via Skype or phone.

Step 2: Attend your consultation - bring a COPY of all your tax documents (ie. W-2s, Government photo IDs, 1098s, 1099s, property tax bills, and any other relevant receipts.)

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 and send you the link.

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 would normally miss.

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

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

For Existing Customer:

Step 1: We will email you a link around mid-January to sign the engagement letter and complete your organizer. Contact us if you did not receive a link or if there are significant changes to your tax situation since last year.

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 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 to us (ie. W-2s, Government photo IDs, 1098s, 1099s, property tax bills, and any other relevant receipts.) We will contact you via email or text upon receipts of your tax documents.

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

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