What Happens Next?
Once you begin working with Diamond Tax Solutions, this is the general process you can expect.
1
Upload your documents securely
Virtual clients only — in-person clients bring documents to their appointment
2
Complete your questionnaire or organizer
3
Sign your engagement letter
4
Pay your retainer or invoice
5
Your file is reviewed
6
Missing items are requested, if needed
7
Your return is prepared
8
Your return is reviewed with you
Virtual clients via Zoom — in-person clients at our office
9
Required signatures are completed
10
Your return is e-filed
11
Confirmation and next steps are provided
Turnaround Time
Most returns are completed within 48 hours once all documents, payments, and required steps have been received. During peak tax season, turnaround may extend to 72 hours. Prompt responses to any document requests help keep your file on track.
Every Client Is Different
Every client situation is different, so some files may require additional review, clarification, planning, or documentation before completion.
Uploading Documents ≠ Completed Return
Uploading documents does not mean your return is complete. Your return is complete only after all documents, signatures, payments, reviews, and filing steps are finalized.