Working with Adachi Financial
Here at Adachi Financial, our goal is to make sure the process of filing your U.S. Federal and State income tax returns is as hassle-free as possible. Our efficient processes allow us to provide our services at reasonable & affordable rate in comparison to the majority of the market.We suggest that you take a moment to read through the information presented on this page, as it is intended to help you gain a better understanding of the Adachi Financial Services tax preparation process. In addition, check out the handy checklists and tips that can help make your tax preparation a wholesome experience!
The Adachi Financial Services Tax Preparation Process
If this is your first time filing taxes with Adachi Financial, you probably want to know how things work. Here are the steps to getting started and completing your Federal & State Income Tax Return:
Step 1 – Meet Your Tax Professional:
If you are ready to get started, simply register here. Within 1 business day, your tax manager will contact you to answer your questions and explain the process.
Step 2 – Activate Your SmartVault Secure Portal Account:
See next section below for more details on how to create a unique login and access your secure folder.
Step 3 – Upload Tax Documents:
Simply upload your questionnaire and tax documents through our safe and secure client portal.
Step 4 – Hassle-Free Tax Prep:
Your tax professional will work with you to ensure your tax return is accurate and uncovers all the best opportunities for credits and deductions.
Step 5 – Draft Complete & Payment:
Your tax professional completes your draft tax return, confirms your fee, and sends it to you to review. You only pay us after your draft tax return is complete. To proceed, please visit our Make a Payment page.
If you have any general questions about working with us, please don’t hesitate to contact us.
Using Our Secure Client Portal
Collaboration is an essential part of the Adachi Financial Services tax preparation process, which is why we’ve partnered with SmartVault to provide a private online folder for each customer using our secure client portal. These vaults and folders are used by our customers and tax managers to exchange personal financial and tax information.
Your private ‘vault’ in the Secure Client Portal provides the following benefits:
Enjoy access to your files any time via the Internet or your Web-enabled mobile device (Blackberry, iPhone, iPad, etc.) Your data is at your fingertips 24/7.
Relax knowing your data is always backed up.
Feel confident that your data is always secure. Exchanging files using a client portal is far more secure than sending email attachments.
The Secure Client Portal is also very easy to use. If you can click a link in an email, you can use it to access your files. It’s really that easy. For a quick tour of the Client Portal, watch the video below.
Here are the steps to accessing your private vault and uploading documents to folders:
Step 1 – Activate Your Smartvault Account:
After registering with us, look out for an email invitation from firstname.lastname@example.org with the subject line “Adachi Financial has shared the vault (your last and first name) with you.” You will be receiving this email shortly after registering with us for the first time. Open the email and click on the green “accept invite” button. You will be prompted to enter your phone number, name and password for your secure folder.
Step 2 – Scan Your Paper Documents:
If your tax documents are still in paper form, use a scanner to save them as PDF files on your computer. You should have also received a customer questionnaire to fill out, so your tax professional has all the necessary information to get started.
Step 3 – Login to Your Secure Portal Folder:
Once you have completed your customer questionnaire and saved other tax-related documents as PDFs, go to the Client Page on our website and click “Login to Your Secure Portal Folder Now.”
Step 4 – Upload Your Documents:
To upload new documents, navigate through the secure client portal account, click on the vault that is labeled with your ‘Last Name, First Name’ and select the TY16 folder. This folder contains other folders enabled for you to upload documents. When you have selected a folder, click on it to move inside the folder, and then click the Upload File button to begin. Next, simply select the files on your computer you’d like to upload or you can drag & drop them. Once the progress bar completes, close the upload window. You can bookmark the webpage or login anytime from our Client Page.
Step 5 – Your Tax Professional Gets to Work:
When all the files have been uploaded, you’ll continue to work with your tax accountant to finalize your income tax return preparation.
If you need help getting started with or accessing your secure client portal, Get in touch! We’re always here to help.