How Our Process Works

Step 1: Contact Us

  • Telephone: 248-934-0550
  • Use our online contact Form: HERE (or use the contact form below)

Step 2: Upload Your Documents to Our Secure Portal

  • A meeting isn’t required for us to prepare you taxes. Once you decide that Senter, CPA is a good fit for you, we will provide you with a link to your personal, secure portal, which we will use for 90% of the process.
  • You can scan or take pictures of all documents, and then upload them to your portal.
  • If you are not technology savvy, you’re more than welcome to drop your documents off at our office. Just call ahead to make sure someone will be available to greet you. 

Step 3: We Begin Preparing Your Return

  • Once we get copies of your last two tax returns and current year documents, one of our preparers will begin working on your return.

Step 4: Request Additional Information

  • We will contact you via email, phone, or set up a video meeting if we have any questions or need additional information. 

Step 5: Tax Return Review

  • Once your return has been prepared and near completion, a CPA will review and analyze the return for any planning strategies for current and future years.
  • This part of the process is to ensure your tax return is prepared accurately and to identify anything that may be missed, or strategies to take advantage of.

Step 6: Tax Return Sent to Client Portal

  • Once complete, your return will be sent to your secure portal for you to review.
  • Once approved for e-filing, documents will be sent to you for your e-signature.
  • Invoices can be paid online right in your portal.

That’s it!

Filing a Tax Extension

It is not uncommon to need more time to file your individual tax return. The IRS has made it possible to file your own tax extension.

Senter, CPA Guide to Review and E-Signing Your Tax Return

As tax season approaches, we understand the importance of making the process as smooth as possible for our clients. At Senter CPA, we leverage cutting-edge technology to simplify the review and e-signing of your tax return through UltraTax and the Onvio portal. Follow this step-by-step guide to ensure a seamless experience

Traditional vs. Roth IRAs

Saving for retirement can be a daunting task. Here at Senter CPA we can help you make some of those retirement decisions.

Making Your Federal & State Income Tax Payments

Paying your federal and state income taxes has never been more convenient, with online options available through various platforms

Common Tax Documentation

Getting your tax documents together to send to your tax preparer can be overwhelming, but we can help! One of the most common questions we are asked is, “What documents are needed for individual tax returns?”

Senter, CPA Individual Tax Return Process

Senter, CPA Tax Return Process for the 2023 tax season. Here is what to expect from the Senter Team.

Beneficial Ownership Information Reporting, what is it?

There is a new reporting requirement beginning January 1st, 2024, and most businesses are now required to report. What is the beneficial ownership information report, or BOI?

2023 Senter, CPA Year in Review

Here at Senter CPA we had an incredible 2023. We’ve been busy assisting clients, contributing to our communities, and growing our team. We’ve added one full time TEAM member to our team who has greatly strengthened our service and capabilities. We’re looking forward to a wonderful 2024 tax season.

Signing your Individual (1040) Engagement Letter

The team at Senter, CPA, P.C. is ready to kick of the new tax season. Any of last year’s clients will receive an email with the subject “Tax Year 2023 Organizer Documents to Sign”.

If it is your intention to have Senter, CPA provide tax preparation services for the 2023 tax season, you must sign your Engagement Letter.

1099 Facts

With the end of the year rapidly approaching it may be time to think about issuing 1099’s.