The Cerebral Journey

You’ve accepted your electronic proposal and given bank authorization.

We’ll have an hour long meeting to go over, in fine detail, your finances and other questions you might have.  We’ll ask further questions we have based on the information you’ve provided.

Alexis will spend 2 weeks creating your customized tax plan.

We’ll deliver your plan in a 1.5-2 hour meeting.  We’ll go over the pros and cons of each strategy and you’ll make a decision on which strategy you’d like to implement.

For 2-3 months following, we’ll implement your chosen tax strategy.

The Calendar Year

January

  • Receive newsletter with tax prep details
  • Client portal read for uploading tax doc

January - March

  • Once all docs are received tax return is prepared and sent to client for review
  • Client signs Efile authorization
  • Cerebral files the return and sends client notification that IRS has received

April

  • Cerebral starts work on extensions

May - June

  • Semi-annual meetings with a projection and focus on lowering tax liability

September

  • Extended partnership, S-corp, and trust returns are due

November - December

  • Reviewing and implementing year end tax strategies

October

  • Extended personal and C-corp returns are due
  • Year end tax planning. You’ll receive a request for info via the client portal.

Important dates to remember

(All information requested is due on the following dates. If your information
is not received by this date, you’ll incur a 35% rush fee.)

February 15

For tax returns

Partnership and S-corp

March 20

For tax returns

Individual

August 20

For tax return extensions

Partnership and S-corp

September 20

For tax return extensions

Individual and C-corp

Due dates: for partnerships and s corps (all requested info by Feb 15) to complete by March 15
For individuals (all info in by Mar 20) in order to file by April 15th deadline