Overview

This video provides clients with an overview of the workflow process of preparing and filing their tax returns.

Challenge

Clients new to the tax preparation process may not fully understand their obligations and may underestimate the time required for completing their taxes.  As a result, the lack of awareness can cause delays in tax filing and even necessitate filing an extension.

Solution

The video details the procedures for filing federal and state tax returns.  Each step is clearly explained and accompanied by visual components to enhance the viewer's understanding and retention of information.

Outcome

Clients are expected to come prepared and promptly share information, leading to a smooth workflow for finalizing federal and state tax submissions without requiring an extension.