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!
- 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.
- Click the “Let’s Get Started” button to begin the process.
- Provide your digital signature on the “Engagement Letter” document.
- Complete the “Questionnaire” document.
- Upload any documents relevant to your 2024 personal income tax returns.
- 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.
- We will review your documents and contact you if we need additional information.
- We will deliver your completed personal tax return(s) via an email and link from noreply@safesendreturns.com.
- You will review and approve your returns - sign the e-file authorization documents and note any payment or refund details.
- That’s it – DONE! Once you have completed the steps above, we will initiate the electronic filing of your returns.
The Returns Process