Getting Started

Getting Started

Welcome to our Tax Center!  At Aligaen Accounting & Tax Services, our goal is to simplify the process of filing your tax return by incorporating technologies that allow you to send us your tax documents securely using your computer, iPad, iPhone and/or Android devices.  We have partnered with Citrix Sharefile to create a personal client portal for each of our clients to interact with us during our tax preparation process.

To Get Started:

  1. If you are a new client, send us your contact information using our online form here.
  2. If you are an existing client, we will email you with the information you will need to log into your Sharefile personal portal to start sending us your tax documents.
  3. Please review and accept our Client Engagement Letter. We have created an easy online review and acceptance form here.
  4. Review our checklist of items we will need to complete your tax returns

Client Contact Information

If you are a new client or an existing client and your contact information has changed, fill-out our online form here so that we may contact you about preparing your tax return.

Client Engagement Letter

The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on Client Engagement Agreements. They can be demanding that way. To ensure compliance and continued service, please help us by returning this document to us. We have created an easy online review and acceptance form here.

Client Tax Prep Checklists

Below are links to the tax preparation checklists for each type of taxpayer.  The checklist are here to guide you thru our process of preparing your tax return.

 

 

 

Call (719) 284-9190