TAX PREPARATION PROCESS

We look forward to assisting you with your tax returns. An outline of our tax preparation process is provided below to assist you with collecting the information necessary for us to properly prepare your income tax returns.

1. COMPLETE THE 2023 TAX QUESTIONNAIRE

Click the link below to complete the Tax Questionnaire through DocuSign. You are welcome to complete a paper version of the Tax Questionnaire by downloading the PDF or completing it at our office.

2. SCHEDULE YOUR TAX PREPARATION APPOINTMENT

You are welcome to schedule your appointment with any of the team members listed on the scheduling page based on your preference and availability. Appointments can be in person at our office or virtual through Zoom.

3. COLLECT & PROVIDE YOUR TAX DOCUMENTS TO ONG & COMPANY

We will need copies of all the tax forms you receive. Provide our office with all tax documents through any of the methods listed below.

DROP OFF

MAIL

 

Ong & Company

9225 Indian Creek Parkway

Suite 100

Overland Park KS, 66210

FAX

 

913-451-2379

4. RECEIVE & SIGN YOUR FILING AUTHORIZATION FORMS

You will receive an email notification from DocuSign and phone call from our office as soon as your tax returns have been completed.

5. SUBMIT ANY REQUIRED MANUAL FILINGS AND/OR PAYMENTS

Your DocuSign package will include all forms that are required to be signed and/or mailed (e.g. payment vouchers). Any required action items will be specified on the cover page of the document.