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Our Process
We understand that filing taxes is not on your priority list. Therefore, at MRD Financial Services will help you get it done without taking precious time from your day-to-day activities. Once you decide to work with us, follow our process which is seamless and straightforward:
Step 1
Sign up on our Tax Portal
Step 3
Set up a 20 min onboarding time in our calendar (To discuss information provided and fees).
Step 5​
​We will send you the taxes for Review and the invoice for payment.
Step 7
You wait for your refund or you have the option to pick up your advance check from our location.
Step 2
Answer your questionnaire, sign our engagement letter and upload your documents
Step 4
You relax while we work (if more information is needed, one our member will contact you).
Step 6
Taxes will be e-filed
Required Documents
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Social Security numbers and dates of birth for you, your spouse and your dependents.
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Copies of last year’s tax return for you and your spouse.
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Bank account number and routing number if depositing your refund directly into your account or making a payment from your account.
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W-2 forms for you and your spouse
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Tips received but not reported on W-2 forms
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Cancellation of debt information including amounts reported on 1099-C and 1099-A forms
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Unemployment income, or state or local tax refunds including amounts on 1099-G forms
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Self-employment (SE) and farming profit and loss statements including: All income including amounts reported on forms 1099-NEC (or 1099-K if you’re paid through a third-party such as PayPal)
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If you have a Business or Farm look at our “Business Tax Documents needed”
