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FINANCIAL
Tax Client Portal
TAX CLIENT PORTAL: for current clients
John L Financial Services uses Drake Portals for tax preperation. Drake Portals is a secure website for client file exchanges. Clients receive a username and password to log into the portal. It is important that current clients check their email during tax season as access to the portal is an important step in John L Financial Services completing tax returns, and the only tool we're using to process tax returns. If you do not see the email in your inbox, please check your spam folder. If the email is not in your spam folder, please contact us to have the email resent to you.
OUR TAX PREPARATION PROCESS
1
Meet With John L Staff
Initial consultation to access your tax situation and plan accordingly
2
Send Tax Forms & Documentation
Transfer access to your accounting records such as balance sheet, income statement, statement of cash flows, etc.
3
Prepare Tax Return
Review of accounting and bookkeeping records to prepare the tax return
4
Review Tax Return with Client
Review of tax return before final filing
5
Client Reviews & Signs
You must sign the tax return then the tax report is processed and sent to the IRS.
Complete the client intake form
FREQUENTLY ASKED QUESTIONS
How much do you charge?
Our prices are based on forms and complexity and discussed during the initial consultation,
Do you perform tax filing?
Yes, our small business owners can easily file their tax returns and leave with a better understanding of how to plan their business and personal finances.
What documents do you need from me?
During your initial consultation, we'll review with you all needed documents to file your personal and/or business tax return.
How will you secure my data?
Each client will receive access to their own secure portal, which prevents unauthorized users from accessing your financial data. All client information is secured with restrictions.