First off, we are thrilled to have you onboard! Having new people joining White Buffalo Tax Fam is something we are always grateful for. You’re lucky because our onboarding process isn’t a lot and not that confusing. Here are the steps:

• We need your first, last name, email and last 4 of social security number. You can call us or chat to provide this detail (we delete chats that contain these details after it’s marked resolved).
• We create your account in our secured portal. You’ll receive an email to create a password. We suggest you bookmark the log in page so it’s easier to come back later
• Once you’re logged in, fill out all the required details and upload your documents. Logging in to our secured portal enables us to chat each other securely. Send us a chat through the portal or call us to say you’re done but you don’t have to. We will get notified and set an appointment to prepare your taxes. Don’t worry, if you’re not available, we can still proceed with the next steps of the process
• The next step is giving you the anticipated fee. The we’ll begin preparing. The turnaround time is 24-72 hours depending on the complexity of the return
• When we’re confident that the return is accurate and complete, we upload the 1040 along with the supplement forms. It’s now your turn to review.
• After the review and you’re satisfied, you can proceed completing the payment in the secured portal. Once the payment is done, you can supply the signatures required
• The last step is submitting. That will be done by us. We will see if you have completed all the payments and signatures and we will notified you that we submitted the return, when it’s acknowledged, how to check the status on IRS website

All throughout the steps, we will be communicating everything with you through calls or chat in the secured portal so that you are aware of what changes had taken place on your return. We do not exchange sensitive information such as tax forms, PIIs, credit/debit card or direct deposit details via email.