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Tax Resources

Get the resources you need to effectively and efficiently file taxes for you or your business.

Our Process

Getting your taxes done shouldn't have to be Stressful. Smith Strong Services strives to make the process easy and worry-free for our clients.

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UNDERSTANDING YOUR NEEDS

 

All clients are provided with at least a 30 minute intake session to discuss their needs and tax situation. 

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From this, we will recommend the best services and products to reduce your tax burden and maximize your refund.

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Pricing will be discussed and confirmed at this step with all clients.

UPLOAD YOUR DOCUMENTS

 

Clients are provided with secure access to their Intuit Link site.

Clients can securely upload all of their documents and their information is easily transferred into their return.

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Our professionals will review the information provide to prepare the return. Clients can communicate with us via phone, text, or their portal at any time during the process.

FINISH YOUR RETURN

 

Once our professionals are done, the client will be contacted to schedule a close-out session. Your return will be loaded into your Intuit Link portal for your review and final signatures.

 

After your meeting, any final changes will be applied. Once you approve and sign off on your return, we are ready to transmit to the IRS. Once your return is accepted, you will receive a final copy for your records. 

Our Product Providers

We use top rated preparation partners and trusted financial resources to ensure our clients returns are accurate & their refunds come fast!

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Intuit ProConnect

We use Intuit ProConnect to efficiently and accurately prepare our client returns. Intuit, best known for Quickbooks, is a trusted company in the financial industry.

Refund Advantage (MetaBank)

Our clients deserve to receive their refunds fast and on time. We have partnered with Refund Advantage due to them being a trusted resource in the Tax Preparation Industry. Our clients receive their refunds faster with the lowest fees possible.

Zoom

The pandemic shutdown helped us improve our services and ensure that our clients' health and wellness was top of mind. To provide ease of access and the ability to meet from ANYWHERE, we utilize zoom for all of our virtual client interactions. No need to setup an account, just click the link we provide and log in to meet with us.

DocuSign

Gone are the days of needing physical signatures on your documents. The days of digital signatures and approvals are here to stay. Our clients can securely review and sign their documents using DocuSign at no cost to them. Once finished, our clients are provided with a copy of their documents for their records.

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