How it Works - Tax Prep

Since Townsend Taxes LLC is a virtual (online) tax business, how does it work and where are we located?

Townsend Taxes LLC is proudly located in the great state of South Carolina, USA, and we serve clients nationwide through a fully virtual process. This allows you to get professional tax preparation without the stress of in-person appointments.

Here’s how our process works from start to finish.

✔ Review our website
✔ Contact us with any questions or to hire us
✔ Sign the Engagement Letter
✔ Pay the non-refundable security deposit — $25 for individual returns, $40 for business returns (required before completing the intake checklist)
✔ Complete the Tax Client Intake Checklist
✔ Complete the Tax Document Checklist to let us know which documents you received this year
✔ Upload your tax documents through our secure portal
✔ Attend your virtual review meeting
✔ We file your return and send you a copy
✔ Pay the remaining balance (due within 30 days after the return is filed)
✔ You’re done!

  • We encourage you to explore our website to learn more about:

    • The services we offer

    • Our pricing

    • Our overall process

    Once you’re ready to move forward—or if you have questions—scroll to the bottom of the website and click “Contact Us.” You can send us a message about hiring our services or requesting additional information from our owner.

  • When you decide you’d rather avoid the hassle and stress of preparing your own tax return, simply email us and let us know you’d like to hire Townsend Taxes LLC. We’ll respond within 48 hours.

  • We’ll send you:

    1. A Letter of Engagement outlining the services we will provide and any services that are excluded

    2. A Tax Client Intake Checklist (Questionnaire) to gather the information needed to prepare your tax return

    3. A Tax Document Checklist to let us know which tax documents you received during the year

    Once both forms are completed:

    • A $25 non-refundable deposit is required for individual returns

    • A $40 non-refundable deposit is required for business returns

    👉 This deposit is applied toward your final invoice.


  • Once Step 3 is complete we will send you an email containing a secure document upload link. This link allows you to securely submit your tax documents directly to your assigned tax preparer.

    All information provided is transmitted through a secure system and is used solely for the purpose of preparing and filing your tax return in accordance with IRS regulations and applicable privacy laws. Please upload all tax documents you received for the applicable tax year to ensure accurate and timely preparation of your return.

  • After your tax return is completed, we’ll schedule a virtual meeting to review everything with you and answer any questions.

    • The remaining balance must be paid within 30 days after we file your tax return.

    • Please note: You’ll be charged a late fee if payment is not made within 30 days of filing your tax return.

    Once your return is filed, we’ll send you a copy for your records—and you’re all set!

How it Works - Financial Advice

Since Townsend Taxes LLC is a virtual (online) tax business, how does it work and where are we located?

Townsend Taxes LLC is proudly located in the great state of South Carolina, USA, and we serve clients nationwide through a fully virtual process. This allows you to get financial advice without the stress of in-person appointments.

Here’s how our process works from start to finish.

Quick Summary

✔ Review our website
✔ Schedule an Appointment
✔ Sign the Engagement Letter
✔ Pay the 50% non-refundable security deposit at the time of booking

  • We encourage you to explore our website to learn more about:

    • The services we offer

    • Our pricing

    • Our overall process

    Once you’re ready to move forward—or if you have questions—scroll to the bottom of the website and click “Contact Us.” You can send us a message about hiring our services or requesting additional information from our owner.

  • To schedule an appointment, click the Contact Us button and choose the service you’d like to hire us for. After selecting your service, please send an email briefly describing the purpose of your request so we can prepare for your appointment.

  • Before you book your appointment with us we’ll send you:

    • A Letter of Engagement outlining the services we will provide and any services that are excluded

    Once you book with us:

    • A 50% non-refundable deposit is required when you book your appointment

    👉 This deposit is applied toward your final invoice.