Tax Planning and Preparation Services

Leveraging Financial Knowledge, LLC offers over 20 years of tax experience in both individual and company tax planning and preparation services. We employ a quality review and a streamlined process through our Tax Preparation Portal -a secure, encrypted means of sharing tax files - to communicate regarding your tax return. We focus on a high degree of communication with our tax clients throughout the year to ensure optimization of tax strategies. 

Tax Preparation - Client Process

​We want to make your tax preparation, as easy as possible. Let's get started!
 
1.   Contact - Call us at 215-793-0155, send us an email, or complete our online form.
We will respond to you within 24 hours.  

2.   Sign & Reply - Look for the Leveraging Financial Knowledge, LLC engagement letter. We will email to you along with your tax preparation organizer. Please sign and return the letter via email.

3.   Register - Register for a client account on our Client Portal -- it is a secure encrypted communication tool with multiple levels of security to safeguard your important tax documents.  Client Portal will provide you with a quick, convenient and secure way to share and receive tax files with Leveraging Financial Knowledge, LLC.  
Link to the Client Portal can be found on the Client Services web page.  

4.   Gather & Share - Using the organizer we provided, gather your tax documents, scan and upload them to the Client Portal. If you are unable to scan your documents or you would prefer to provide paper copies, please call us to discuss other delivery options.

5.   Wait & Watch - We will begin work on your tax returns when your documentation is received. A notification of receipt will be communicated via email.  If any further information is needed, we will contact you by email and/or phone. 

6.   Review - Once your tax return is completed, we will return it to you via the Client Portal with an email notification that the documents are waiting for you to access.
It is your responsibility to review the tax return.  If you have any questions about the return, please call us at 215-793-0155 or send us an email.  We will respond to you within 24 hours. We are committed to making sure you understand your tax return and opportunities for tax avoidance.

7.   Confirm - After you have reviewed your tax return, please sign the confirmation letter and return it to Leveraging Financial Knowledge, LLC through the Client Portal. Upon receipt we will provide you with the invoice for our services and we will e-file your tax return.