Tax Return Process
At Senter, CPA, our goal is to make your tax preparation experience as seamless and efficient as possible. As we dive into the 2026 tax season, we’ve refined our process (and software) to better support accuracy, timeliness, and peace of mind. Below is an overview of our updated tax return process and what you can expect when working with our team this year.
Step 1: 🌐 Open a Secure Client Portal w/ TaxDome
- If you have not received a client portal invite, please call our office at (248) 934-0550 to request one.
- You can login to your portal HERE.
Step 2: ✍️ Sign your Engagement Letter and complete your 2025 Tax Organizer
- Your Engagement Letter and 2025 Tax Organizer are located in your portal.
- It is imparative that you sign the Engagement Letter and Tax Organizer in order to move through the process.
- Take your time when filling out the Tax Organizer. If you do not have all your documents, DO NOT SUBMIT your organizer.
- Slow and steady wins the race.
Step 3: 🛠️ Tax Return Preparation
- Assignment: Your tax return will be prepared by one of our experienced team staff accountants: Tracy Sanda, Jordan Middleton, Kelly Thompson or Matt Senter.
- Communication: If we need further details, we’ll reach out via email, phone, or set up a video meeting.
Step 4: ✅ Tax Return Review Process
- Matt Senter will thoroughly review your previous returns and current years documents to ensure accuracy.
- After final review, you will receive and email to review your tax return.
Step 5: 🔍 Client Review and E-Signature
- Draft Review: Your draft tax return in located in your Client Portal or a hard copy can be available upon request .
- E-Signature: After your approval, you can electronically sign the necessary forms through our secure system.
Step 6: 💲Client pays invoice
- Your invoice is available in your Client Portal and must be paid prior to your tax return being e-filed.
Step 7: ➡️ Your return is e-filed
- Submission: We will electronically file your tax return with the IRS and applicable state authorities.
- Acknowledgment: Typically, within 24-48 hours, you’ll receive confirmation that your return has been accepted.
Step 8: 🎉 Your Tax Return is Complete.
- Senter, CPA confirms successful transmission to the IRS and applicable state authoritie
Step 9: 📣 Review Request
- You will receive an email requesting to give Senter, CPA a shoutout on social media.
Post-Filing Support
Here are also some helpful links to assist after your tax return has been e-filed with the IRS.
- Refund Tracking:
- Use the IRS Where’s My Refund? tool to monitor your refund status.
- Use the State of Michigan Where’s My Refund? tool to monitor your state refund status.
- Amendments and Inquiries: If needed, we’re here to assist with any amendments or questions post-filing.
At Senter, CPA, our dedicated team is committed to providing personalized and efficient tax services. Tax preparation is done by the entire team at Senter, CPA. Get to know the staff by visiting our ABOUT page.
Note: Tax laws and procedures are subject to change. Always consult with a tax professional or refer to official IRS guidelines for the most current information.
