The following steps are for existing clients ONLY. If you are interested in becoming a NEW client with Gagliano Associates, you must first contact the office through the Contact Us Page using the Contact Form.

Once accepted, please fill out our New Client Taxpayer Information Worksheet, and follow the steps below.

Please collect ALL your documents together before making your submission. We don’t put your file in the queue or begin processing your return until we receive everything. Combine all documents into one scan. We discourage photos for submission, scans are much better quality than photos. Free scan apps are available. Exception— if you are waiting on late K1’s or final investment documents, you may submit all other documents to get your file in queue. For follow up submissions use the Remote Services Portal link in Step 6.

**We will email you once we have received your documents. If you have not received an email within 2 business days of submission, check your junk email folder.

Review, sign & date: Engagement for Services Agreement.

Complete, sign & date: Required Tax Preparation Checklist.

We rely on this form to ensure accuracy of your tax returns. It was designed to replace our face to face meetings to communicate everything related to your tax return and any new information we need to know.

Collect and compile all the applicable tax documents that you noted on the checklist in Step 2.

There are WORKSHEETS are available for Child Care Expenses, Businesses and Rentals, as well as Medical Expenses and Donation Logs. Please use where applicable.

Provide a copy of the drivers’ licenses for both the taxpayer and spouse (if applicable). Or provide the license ID number, state of issue, complete issue and expiration date.

If you want direct deposit, provide your bank name, routing and account numbers or a voided check.
(Recommended)

Submit all the documents described in Steps 1 through 5 using one of the following methods.

Once we receive all of your documents, we will be in touch via email to let you know that we have received them. If you haven’t received a confirmation email within 2 business days, check your junk email folder and add taxpros.tax to your accepted domains. Your tax return will then be put into the queue and will be processed on a first-come, first-served basis. Depending on the number of tax returns coming in at a given time, it could take a couple weeks before your tax documents reach the front of the queue.

NOTE: We encourage you to get your tax documents to us as soon as possible. With these updated services, we can no longer meter how many returns will come in each day. Turnaround time for tax filings will be dependent on when we receive ALL your documents and the complexity of your return.

Once your tax documents reach the front of the queue, your Tax Preparer will begin processing your return and will reach out to you with any questions and once the return is completed. You can always feel free to contact the office by phone or email.