I’ve Reviewed My Draft. Now What?

Once you’ve reviewed your draft tax return, here’s what to do next:

1. Have questions or need clarification?
   Email your accountant directly with any questions or changes. They’ll review and make any necessary updates.
2. Ready to file?
   Simply confirm your approval by replying to your accountant’s email. Once you’ve given the go-ahead, your accountant will:
   • Finalize the return
   • E-file it with the IRS (if eligible), or
   • Provide a paper version with instructions if e-filing isn’t possible

If anything is unclear, your accountant is here to help ensure everything is accurate before submission.