At Grants Pass Tax Service, our goal is to make filing your taxes as smooth and transparent as possible.
Here’s how we achieve that: 

Complimentary Consultation

We start with a free video or phone consultation to discuss your situation and see if we’re a good fit. 

 

Fee Estimate

We can provide a general idea of your fee, but an accurate quote requires reviewing all your information. 

Once we’ve decided to work together, you can expect the following process: 

1. Sign an Engagement Letter

Formalize our services by signing the engagement letter. 

 

2. Complete a Questionnaire or Interview

• Fill out a questionnaire, or 
• Schedule a tax interview via phone, video, or in person. 

 

3. Submit Deposit (if applicable)

Based on the scope of the work, a deposit may be required. 

 

4. Provide Tax Documents

• Upload current year tax documents and prior year returns (if you’re a new client) through our secure portal. 
• Alternatively, drop off copies or bring them to your in-person appointment. 

 

5. Pay Invoice and Review Tax Return

• Settle the invoice for our services. 
• Carefully review your prepared tax return and provide approval. 

 

6. Electronic Filing

Once approved, we will electronically file your tax returns.