Personal Tax Returns

TMA's 1040 Process

The Gather Process

 

Easy Process for Your 2024 Personal Income Tax Returns

Follow these steps to make gathering your info simpler and easier!

  1. On or about January 31, you will receive an email from noreply@safesendreturns.com. If you do not receive the email, please contact our office at (317) 571-8080. 
  2. Click the “Let’s Get Started” button to begin the process.
  3. Provide your digital signature on the “Engagement Letter” document.
  4. Complete the “Questionnaire” document.
  5. Upload any documents relevant to your 2024 personal income tax returns.
  6. Click “Finish”.  This step is very important because it notifies us that you have started the process. Contact us with any questions at any time.
  7. We will review your documents and contact you if we need additional information.
  8. We will deliver your completed personal tax return(s) via an email and link from noreply@safesendreturns.com.
  9. You will review and approve your returns - sign the e-file authorization documents and note any payment or refund details.
  10. That’s it – DONE!  Once you have completed the steps above, we will initiate the electronic filing of your returns.
1040 Process

The Returns Process