Thank for Choosing Cao & Associates ,
We make the process simple and stress-free. Just follow these steps:
Step 1 — Get a Price Quote
Please complete our Tax Preparation Questionnaire using the link below.
For US Tax Return Price Quote : https://www.caoandassociates.net/newClientForm
For Canada Tax Return Price Quote : https://www.caoandassociates.net/CanadaUSAForm
This helps us understand your tax situation and what forms are required.
🖊️ After you submit the questionnaire,
📩 we will email you a price quote within 1–2 business days.
Step 2 — Approve the Quote
If you agree with the quote, simply reply to our email with:
“I approve the quote and would like to move forward with the next step.”
Once we receive your approval, we’ll begin your onboarding process.
Step 3 — Submit Your Documents
We will send you a New Client Information Form to complete.
At the same time, please email us copies of your tax documents.
📂 Common documents include:
Income
W-2 (salary)
1099-NEC / 1099-MISC (contract or side income)
1099-INT (bank interest)
1099-DIV (dividends)
1099-B (stock or crypto sales)
1099-R (retirement distributions)
SSA-1099 (Social Security benefits)
K-1 (partnership / S-Corp income)
Rental income records (if you own rental property)
Home & Property
Mortgage interest Form 1098
Property tax statements
Rental expense summary (repairs, HOA, insurance, etc.)
Family & Credits
Last year’s tax return
Social Security Numbers / ITINs for all family members
Childcare expenses
Education forms (1098-T)
Health insurance Form 1095-A/B/C
Other
Estimated tax payments made
Foreign asset or foreign income information (if applicable)
Step 4 — CPA Review & Filing
Once we receive all your documents:
🔍 Our CPA will carefully review everything
📞 We will contact you if additional information is needed
If no additional items are required,
✅ your tax return will typically be completed within 5–7 business days
Our CPA will then contact you to review and finalize the filing.
📩 Email: info@caoandassociates.net
📞 Phone: 425-230-7538 / 425-336-8675
💬 WeChat: WACPA3
Professional. Secure. Stress-Free Tax Filing.