How It Works – Tax Preparation

Since Townsend Taxes LLC is a virtual tax firm, how does it work?

Townsend Taxes LLC is proudly based in South Carolina and serves clients nationwide through a secure, fully virtual process. This allows you to receive professional tax preparation from the comfort of your home—no in-person appointments required, or you prefer a in-person meeting accommodations can be arranged.

Here's what you can expect:

  1. Review our website to learn about our services and pricing.

  2. Contact us with any questions or when you're ready to get started.

  3. Sign your Engagement Letter so we can begin working together.

  4. Pay your non-refundable security deposit

    • $30 for individual tax returns

    • $50 for business tax returns
      (Required before completing the intake forms.)

  5. Complete the Tax Client Intake Checklist.

  6. Complete the Tax Document Checklist so we know which tax documents you received during the year.

  7. Upload your tax documents securely through our client portal.

  8. We'll prepare your tax return and review everything for accuracy.

  9. Attend your virtual review meeting where we'll explain your return and answer any questions.

  10. Approve your return and we'll electronically file it with the IRS (and state, if applicable).

  11. Pay your remaining balance, due before your return is filed.

  12. You're all set! We'll provide a copy of your filed return for your records.

How It Works – Monthly Bookkeeping

Whether you're starting fresh or your books have fallen behind, we're here to help—without judgment.

Here's how our bookkeeping process works:

  1. Schedule a free consultation.
    We'll discuss your business, your bookkeeping needs, and answer any questions.

  2. Sign your Engagement Letter.
    Once you're ready to move forward, we'll send over your engagement letter and onboarding information.

  3. Get your business set up.
    We'll connect your bank and credit card accounts, organize your bookkeeping software, and gather the information we need to get started.

  4. We handle your bookkeeping each month.
    We'll categorize transactions, reconcile your accounts, and keep your financial records accurate and up to date.

  5. Receive your monthly financial reports.
    You'll receive easy-to-understand reports so you always know how your business is performing.

  6. Stay connected.
    Have questions during the month? We're here to help. Our goal is to make bookkeeping simple and stress-free so you can focus on running your business.

Behind on your books? That's okay.

Many business owners come to us with months of bookkeeping to catch up on. Whether you're one month behind or one year behind, we'll help you get organized—without judgment.

No complicated accounting jargon. No lectures. No judgment. Just straightforward bookkeeping and tax services designed to help your business succeed.