How it Works

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.

Quick Summary

✔ Review our website
✔ Contact us with questions or to hire us
✔ Complete the Tax Client Intake Checklist
✔ Sign the Engagement Letter
✔ Complete the Tax Document Checklist to let us know which tax documents you received this year
✔ Pay the $25 non-refundable deposit ($40 deposit for business returns)
✔ Upload your tax documents through our secure portal
✔ Attend a virtual review meeting
✔ Pay the remaining balance
✔ We file your return and send you a copy — 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:

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

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

    • 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.


  • After your completed intake forms and deposit are received, 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 before your tax return is filed.

    • If payment is not made on the day of the virtual meeting, you will have 15 days to pay the balance.

    • Please note: Your return will not be filed until the invoice is paid in full.

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