IA-CPA LLC
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Step 1: Complete an Engagement Letter

Individual Engagement Letter
Business Engagement Letter

Step 2: Complete the Appropriate Tax Questionnaire

Individual Questionnaire

Federal Returns are due by April 15
Extended to October 15
*If filing a joint return, please complete only one questionnaire.
5 minute Individual Questionnaire

Business Questionnaire

S-Corporations & Partnerships due by March 15
C-Corporations due by April 15
All extended to September 15
5 minute Business Questionnaire

Step 3: Upload your Tax Documents & Information Below

Upload Documents by Clicking HERE

Step 4: Assist in Answering Questions

While preparing your return, we may have additional follow-up questions. Your assistance in answering those questions will help us to prepare your return in a timely manner.

Step 5: Review your Tax Return

After we receive all of the above, we will prepare your return. Once your return is completed, we will send you a link for you to schedule an appointment to review your return with one of our tax accountants.

Questions? Call or email us: 

Call (214) 390-3255
Email tax@ia-cpa.com

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107 N. Lakeview Drive, Lake Dallas, TX 75065 
​8330 LBJ Freeway, Suite B692, Dallas, TX 75243