How to File Your Taxes with Goodfella Tax and Strategy, LLC

Step 1: Complete the Intake Form and Upload Required Documents

• Visit our website and fill out the intake form.

• Upload the required documents in the following sequence as listed in our FAQ:

  1. Identification: Driver’s license or state ID for you and your spouse, if applicable.

  2. Income Documents: W-2s, 1099s, and any other income statements.

  3. Expense Documentation: Receipts for any deductible expenses, such as charitable donations or business expenses.

  4. Dependent Information: Social Security numbers and birth dates for all dependents.

  5. Health Insurance Information: Forms 1095-A, B, or C if applicable.

Step 2: Sign the Disclaimer and Consent Form

• After submitting the form and documents, you’ll sign our liability disclaimer.

• Consent to the filing process: choose between a standard 2-3 day filing or our expedited same-day service.

• Agree to receive phone calls and text messages from our team for efficient communication.

Step 3: Consultation Call with a Preparer

• One of our tax preparers will call you within the chosen timeframe.

• Please set aside about 30 minutes for this call to discuss the details of your return and clarify any additional information needed.

• During the call, you’ll receive an estimated time of arrival (ETA) for when your filing will be completed.

Step 4: Review Your Tax Estimate

• After our initial review, we will send you a detailed estimate.

• This estimate will include your expected Federal and State return or owed amounts, preparation fees, any applicable advance fees, and your refund amounts.

• Review and confirm these details before we submit your tax return to the IRS.

Step 5: Receive Your Final Documents and Refund

• Once filed, you will receive all final documents via email.

• If you opted for an advance, funds will be direct deposited within one business day.

• Congratulations! You’re now a Goodfella customer for life!