Getting Started with ProTax Services
Starting with a new accountant should feel simple, organized, and comfortable. At ProTax Services, we guide new clients through each step with clear communication, secure document handling, and practical financial guidance.
Whether you are an individual preparing for tax season or a small business owner looking for dependable bookkeeping, payroll, QuickBooks, or accounting support, our team takes the time to understand your needs and explain the next steps clearly.
What New Clients Can Expect
- Clear communication from the beginning
- An organized process for gathering information
- Secure handling of tax and financial documents
- Practical guidance based on your personal or business needs
- Responsive support throughout the process
Step 1 – Initial Conversation
The first step is a brief conversation to learn more about your situation and determine how ProTax Services can best help.
During this initial discussion, we may talk about:
- The type of service you need, such as tax preparation, bookkeeping, payroll, QuickBooks help, or business consulting
- Your current accounting or recordkeeping process
- Any upcoming tax deadlines, filings, or notices
- Your goals for improving organization, reporting, and financial clarity
This conversation helps us understand your needs so we can recommend the right approach.
Step 2 – Gathering Your Documents
Once we determine the services you need, we will guide you through the information required to get started. For your security, sensitive tax documents should be uploaded through our Secure Client Portal.
For Individuals
- W-2 or 1099 forms
- Prior year tax return
- Mortgage interest statements
- Property tax information
- Investment or retirement account documents
- Other income, deduction, or credit-related documents
For Small Businesses
- Current bookkeeping records
- Bank and credit card statements
- Payroll reports
- Prior tax filings
- Sales tax records, if applicable
- Business formation documents, if applicable
If your records are not fully organized yet, that is okay. ProTax Services can help review, organize, and clean up your financial information.
Step 3 – Review and Organization
After receiving your information, our team carefully reviews the documents and records provided. This step helps us identify what is complete, what may be missing, and what needs additional attention.
This step may include:
- Reviewing tax and financial records
- Reconciling accounts
- Organizing documentation for tax preparation
- Reviewing bookkeeping or QuickBooks records
- Identifying missing or incomplete information
Our goal is to make sure your records are accurate, organized, and ready for the next step.
Step 4 – Ongoing Support
Once everything is reviewed and organized, ProTax Services continues supporting you with the services that fit your needs.
Depending on your situation, ongoing support may include:
- Tax preparation and filing
- Tax planning and year-round guidance
- Monthly bookkeeping and reporting
- Payroll support
- QuickBooks setup or assistance
- Financial reporting and analysis
- Help responding to IRS or state notices
We focus on clear communication and practical guidance so you understand where things stand and what steps come next.
Our Approach
At ProTax Services, we believe accounting should feel organized and manageable, not overwhelming. Clients appreciate our dependable follow-through, personal attention, and practical support throughout the year, not only during tax season.
Our goal is to help individuals and small business owners stay organized, compliant, and confident in their financial records.
Ready to Get Started?
Call (407) 835-9845 or use our contact form to schedule a conversation with ProTax Services.
Secure Client Portal & Check-In Process
Please use our Secure Client Portal to upload your tax documents safely and conveniently. Once your documents are received, your tax preparer will contact you regarding your scheduled tax appointment.
Please also complete the Client Questionnaire and upload the finished form to our Secure Client Portal. If you have any questions or experience any issues, please contact our office at (407) 835-9845.
We appreciate your business and look forward to assisting you.
