Start to finish; Steps to complete your taxes with Gallagher
You’ll find, at Gallagher, we work collaboratively. However, we’ve worked hard to create an experience that allows your taxes to be handled with a transparent experience. You will largely be responsible for gather and sending documents, approving and signing.
Schedule of a Tax Year with Gallagher
Tax Strategy Session
As a Gallagher client, you’ll automatically receive an email prior to the tax season with a schedule time for this complimentary, yet essential tax strategy session. In this 30-minute meeting, we’ll discuss tax changes, likely outcomes of your income tax, and cover personalized strategies to reduce your liability.
What You Do: Upload your tax information 10 days prior to your appointment to the ‘Client Portal’ or have them delivered to our office.
Fill out your tax organizer. Download Tax Organizer
Tax Processing / Maximizing Returns
After you’ve had your tax strategy session, we’ll begin work on processing your taxes.
What You Do: During this time, we’ll be in touch gathering additional information, sending questions, and strategizing every possible way to maximize your return.
Sign & File
After we’ve completed processing and checking your data, we’ll contact you for signing your documents.
What You Do: You’ll either visit our office or receive a well-organized folder asking you to approve and sign necessary documents. If you have taxed due, we’ll guide you through payment.
And that’s it! We’ll give you for you final tax folder and look forward to helping you again next year.