How It Works
Complete Your Taxes with Gallagher
Taxes are one of the biggest expenses in life. And contrary to popular belief, it is not simply a matter of inputting numbers. With the tax code being over 75,000 pages, having an expert navigate it with your life circumstances is invaluable. We’ve made that process simple.
Step 1
The Tax Strategy Session
We begin with our 30-minute Tax Strategy Session. This essential session helps us learn about your life circumstances, your worries, your goals, life changes and more. Then, we compile all this, along with your tax documents, into a unique strategy just for you.
This session begins our work together on your taxes. For those who are exploring options, we do offer a free-consultation call.
Step 2
Tax Processing. Maximizing Returns.
With meticulous attention to detail, we’ll navigate complex tax laws to optimize your tax situation and uncover hidden opportunities for savings.
While we handle the intricacies, you can relax knowing your taxes are in expert hands. We'll keep you informed of progress and reach out to you to address any questions or concerns that arise.
Step 3
Sign & File
Once we have completed processing and thoroughly checked your tax data, we will reach out to you for the signing of your documents.
You will have the option to visit our office for an in-person signing, or we will provide you with a well-organized folder for your convenience. If you have a tax payment due, we will guide you through the process to ensure a smooth transaction.
Step 4
Your Final Tax Folder
And that's it! Once you have signed and approved all necessary documents, we’ll provide you with a comprehensive final tax folder for your records.
Should you have any questions or need further assistance, our team is always here to help.
