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Michelangelo

IIISolutions / Tax

Tax preparation, done with care.

We help individuals and small businesses get their returns prepared accurately and on time — with credentialed preparers, an independent review on every return and a firm line around the confidentiality of their information.

  1. 01 Begin
  2. 02 Collect
  3. 03 Prepare
  4. 04 Protect

01

Begin

A clear engagement from the start.

Every client receives a written engagement that sets out what will be prepared, for which tax year and on what terms — before any documents are requested.

  • 01Engagement letter before work begins
  • 02Tax years organized as separate engagements
  • 03Deadlines tracked from day one

02

Collect

Secure document collection.

W-2s, 1099s, statements and records are requested through a secure process, stored encrypted and visible only to the preparer and reviewer assigned to the return.

  • 01Encrypted, access-controlled document storage
  • 02Requests tracked until every item arrives
  • 03Nothing sensitive sent by ordinary email

03

Prepare

Credentialed preparers, independent review.

Returns are prepared by professionals with a current, verified PTIN, then reviewed by a second qualified person before anything is filed. Filing happens only through authorized e-file software and providers.

  • 01Verified PTIN for every preparer
  • 02Independent review on every return
  • 03Filing recorded only with the provider’s confirmation

04

Protect

Your return information stays yours.

Tax return information is used only to prepare your return. It is never shared with other services or used for marketing unless you give specific written consent, as federal law requires.

  • 01IRC §7216 confidentiality observed
  • 02Tax records isolated from every other division
  • 03Written security program protecting client data

—The experience

What it is like, step by step.

  1. 01

    Engage

    Agree on scope and terms in a written engagement letter.

  2. 02

    Share

    Upload your documents through the secure request.

  3. 03

    Review

    Your return is prepared, then independently reviewed.

  4. 04

    File

    You approve; the return is filed through authorized software and confirmed.

—Safeguards

Lines we do not cross.

  1. 01No guaranteed refunds or refund amounts
  2. 02No implied IRS endorsement
  3. 03Return information never used for marketing without consent
  4. 04Every return independently reviewed

Returns are prepared by credentialed tax professionals and filed only through authorized e-file providers. Michelangelo is not affiliated with or endorsed by the IRS.

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