Hello!
We are Grapeson M Wilson CPA LLC
MORE THAN TWO DECADES OF BUSINESS EXPERIENCE
Houston Based Public Accounting Firm
Why Work with Us
With over two decades of business experience, we have seen it all. We know the common pitfalls of filling taxes, and our team has the knowledge and experience to find innovative solutions to complex problems that are not common. We stand by our service, integrity, and skill, and we offer 100% customer satisfaction on our work.
Experience
Knowledge
Professional
Solutions
Commitment
Our Process
1. Initial Agreement
Electronically sign our retainer agreement, engagement letter, and pre-pay the estimated fee for the services. Our primary goal is to assist you in filing accurate tax returns. We always keep the best interest of our clients at the forefront and work toward getting the maximum refund legally allowed. Typically, we try to brainstorm a couple of scenarios within the legal framework based on the information provided by you and work accordingly.
2. Document Collection
During tax time you will provide us with all the required documents via our secure electronic delivery system – (you can mail copies of all the original documents as a packet to office via UPS, USPS, FedEx if required). We will request additional materials and information if needed via email.
3. First Draft
Once the first two steps are complete, the first draft of the tax return(s) will be sent to you within fifteen business days.
4. Verification
You will verify all of the information on draft one is correct and review it for accuracy.
5. Virtual Meeting
A telephone/ video/ virtual meeting can be scheduled at this time if need be to discuss draft one and revise as needed.
6. Request for extension if needed
If your tax return warrants an extension, we will electronically submit the request for an extension after all of the required documents for e-file authorization are e-signed.
7. Final Draft
If any information is missing or needs correction, we will update and send you new drafts of the tax return(s).
8. Final Payment
You choose either direct deposit or direct pay and provide bank account info for auto pay or you can follow the manual payment methods.
9. E signing & Return Filing
Once the return is ready for submission, you e-sign the e-file authorization, and we file the return.
10. Status Updates
During the process, you will receive status updates via email. Other than that, you can rest easy and have peace of mind.