A Step-by-Step Standard Operating Procedure for a Smooth, Scalable Tax Prep Process
By Debbie Weaver – All Star Tax Pros
"Bringing All-Star Service to Your Tax Needs!"
 
 
The Tax Prep Workflow. Whether you're running a virtual tax office or serving clients in person, having a consistent and efficient process is key to delivering high-quality service and growing your business. This guide outlines the step-by-step flow for preparing a client’s tax return—from first contact to filing and follow-up.