Our Process

Step 1: Get in Touch

• Call or email us to begin your tax filing journey.

• Our team will provide an introduction to the process, explain the steps, and answer any questions about required documents or how we can assist.

• Contact us at:

📞 +1 (949) 431-2999​

📧 tax@universaltaxfiler.com

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​Step 3: Submit Your Documents

• Review the required document checklist at the following link: Universal Tax Filer Document Checklist.

• Gather the necessary documents listed and:

• Upload them to Dashboard → Upload Documents if registered, or

• Email them directly to tax@universaltaxfiler.com.

• Once your documents are submitted, we will confirm receipt and proceed to the next step.

Step 5: Tax Preparation & Review

• Once your tax return preparation is complete, our team will schedule a follow-up call to explain your tax return in detail.

• During the call, we will:

• Provide a clear explanation of your tax return.

• Answer any questions you may have.

• Offer additional insights, advice, or recommendations tailored to your situation.

Step 7: Post-Filing Support

• Contact us anytime for questions or assistance regarding your tax returns at tax@universaltaxfiler.com or +1 (949) 431-2999.

• Check your bank account regularly for refunds or payments. You can track refund status via this link.

• Our 24/7 Support Team is here to assist with any IRS correspondence or additional needs.

Step 2: Login/Register (Optional)

• If you prefer to use our online platform, create an account by clicking the “Login” button at the top-right corner of this page.

• Log in and update your profile under Dashboard → Profile to streamline the process.

• Skip this step? You can email your documents directly to us at tax@universaltaxfiler.com, and we’ll handle the rest.

Step 4: Schedule a Call with a Tax Expert

• After reviewing your documents, our tax experts will schedule a consultation to address any questions, provide personalized tax advice, and discuss ways to optimize your tax filings.

• Need additional help? Reach out anytime via customer service for assistance.

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Step 6: E-Filing

• After approving the draft summary, E-file signature authorization documents will be sent to your dashboard or email.

• Review and digitally sign the documents to authorize us to e-file your tax return.

• Once signed, we will securely submit your tax return via E-filing.