Once you have delivered ALL of your documents to us, we can begin drafting your returns.  How you meet with us to review the returns is up to you.

D&L Financial offers TWO convenient ways for Clients to work with us to prepare and e-file your taxes – Remote via phone or video OR In-Person.

REMOTE Process

  • Tax Organizers/Questionnaires sent to all Existing Clients in January.
  • Upload All documents via the Onvio Client Center
  • Document Request via Client Center IF more documents are needed.
  • Drafted Returns & Invoice via Client Center.
  • Invoice Payment via ACH or Credit Card.
  • Book your REMOTE Tax Preparation Appointment
  • 25-minute Appointment to Review the drafted returns.
  • Approval by client(s) of drafted returns,
  • E-signature sent to all signers.
  • Signatures are received by all signers.
    • Contact info@dlfinancial.org or call 408.227.1472 for assistance with the e-signature process.
    • Some individuals may fail or be ineligible and may need to upload hand signed pages.
  • Return(s) are e-filed by D&L Financial.
  • Return(s) are Accepted
    • an email confirmation is sent to client(s)
    • Form 9325 with the submission id is shared via the Client Center.

Upon request, and payment of a $30 fee, a hard copy will be printed, assembled, signed and Mailed to your address.

IN PERSON  

  • Tax Organizers/Questionnaires are sent to all Existing Clients in January.
    • Upon request, and payment of a $15 fee, a hard copy will be printed, assembled, and Mailed to your address.
  • Book an IN-PERSON APPOINTMENT for when you will have your documents ready.
  • Documents are delivered either by:
  • At your 50-minute Appointment we will,
    • Draft your return(s)
    • Review the drafted returns,
    • Obtain your Approval,
    • Invoice and process your Payment via ACH or Credit Card.
    • Obtain All required Signatures.
  • Return(s) are e-filed by D&L Financial.
  • Return(s) are Accepted
    • an email confirmation is sent to client(s)
    • Form 9325 with the submission id is shared via the Client Center.
  • Upon request, and payment of a $30 fee, a hard copy will be printed, assembled, signed and Mailed to your address.