Our process:

• New and returning clients must complete the required questionnaire and sign our engagement letter before we can begin work. Returning clients receive the documents via the portal or by mail with the organizer packet.  New clients can pick up a copy at our office.   
• We check through your information to make sure we have everything before starting work.  If items are missing, we will contact you and place your return on hold until the package is complete.
• Your completed return is uploaded to the portal for your review.  You can sign the return digitally and pay your invoice through the portal.  If you do not wish to use the portal, you will receive a paper copy.  
• Once we have the signed e-file authorization form, we release the electronic returns.  With a few exceptions, Federal, state, school district and some Ohio city city returns, including Piqua and other RITA returns, may be filed with a single signature form.
• Portal users’ electronic copy of the returns and source documents will remain accessible to you in your portal for as long as you are a client of Alley & Company, LLC.

FAQs

New to our services? Here are some answers to frequently asked questions.

• What are your office hours?  Our tax season hours are Monday through Friday from 8am until 5pm and Saturday from 9am until noon.  Outside of tax season, we are open Monday through Thursday from 8am until 5pm.
• How long will it take to prepare my return?  We do not prepare returns while you wait.   The complexity of your return and the point in the tax filing season determines how quickly we can process your return.  You will receive regular status updates through TaxDome as your return moves through our process.  You can log into your portal account online or through the app.  
• Do I need an appointment?  While we welcome the change to meet our clients in person, it is not required.  If you wish to make an appointment, please visit the main page of our website to schedule your appointment.  You may also call or text our office at 937-606-2722 to schedule an appointment.  If you do not need an appointment, you may upload your tax documents to your secure portal or drop off your tax information to our office.
• Do I have to use the portal?  No, you are not required to use our portal to be our client.  We do encourage you to set up your account and download the app so that you will receive updates as your return moves through our process.  Additionally, the app provides a secure chat function, for your tax questions.
• Do I have to use the app?  While the app is the easiest way to upload your documents and stay in contact with us, you can also access your portal account online at https://tinyurl.com/alleycotaxdome  You will be able to access all of the functions of the app except for the scanner.
• What if I don’t have a scanner for my paper documents? The TaxDome app has a built-in scanner that allows you to use your smart phone to scan your paper documents.  We request that you do not upload photos from your phone but use the scanner feature to create pdf to upload.
• Whether you have an appointment or are dropping off your information, please see our return packet.  It includes a required questionnaire, engagement letter and a checklist of items for you to bring.  If you have children under age 17 or current in post-secondary school, you will also need to complete the child tax credit pages.
• Wondering about your refund status?  Once your return is filed, go to this page to check.
• Using QuickBooks Online for your business?  You can easily give us access to your QuickBooks file to help prepare your return.  See instructions here.
• Alley & Company, LLC offers a service to handle any notices you receive from the IRS, state or local taxing authorities.  For more details, see our Client Care Plan Option.