From Prospect to Client: How to Get Started
Step 1: Email your most recent tax return to Tax@BigPictureSwingTrading.com
This helps us understand your situation and check for any carryover items or missed opportunities.
Step 2: Set your Introduction Call
We’ll review your prior return, answer your questions, and explain how we can help.
Step 3: Sign our Engagement Letter via DocuSign.
This officially authorizes us to prepare your tax return.
Step 4: Complete your Client Questionnaire.
It takes about 10–15 minutes and gives us the details we need for the current tax year.
Step 5: Email or upload your tax documents as they become available.
W-2s, 1099s, brokerage statements, business records, and anything else the IRS requires.
Step 6: We get to work.
We prepare your tax return, review it with you on a call, then send it for your e-signature. Once signed, we file it directly with the IRS.
Step 7: Sit back, relax, and enjoy life — knowing your tax filing is handled properly and stress-free. 😄
Bennett Zamani
Partners at Tax Experts LLC
