Prepared for Cathy
After your introductory call with Chris on November 3, we set up your account. This page shows where you stand, what happens next and how to reach us. We update it as things move.
Where you are
Updated November 11, 2026. We move each step forward here as it happens.
Done Nov 3
Set up Nov 3
Up next, not sent yet
What we heard
We will go over the details with you directly in your secure client portal.
GOAL 01
We will review your filings and tell you what we see.
GOAL 02
We will walk you through your options and what each one means.
GOAL 03
We will talk through what that could look like and send you pricing.
Your calls
Times are Eastern.
Tuesday, November 3, 2026 · 2:00 to 2:30 PM
Pick a time that works for you.
We suggest a working session once your documents are in.
Choose a timeCall recap
A short summary. Details are in your secure client portal.
Our process
Seven steps, all in your secure client portal.
Step 1
You met with Chris and told us what you need.
Done · Nov 3Step 2
Sign the engagement letter and pay your deposit online.
Up next · not sent yetStep 3
Fill out a short questionnaire and see what we need.
Step 4
Drag files in or snap photos with the app. You can start now.
Open · waiting on youStep 5
Our team prepares your work and reviews it.
Step 6
Review, approve, pay and sign, all in the portal.
Step 7
We file your return and your copy stays in the portal.
Estimated tax paymentsIf you make estimated payments, we will remind you before each due date.
Open client portalQuick answers
Tap a row to open it. Still stuck? Call us or message us in the portal.
Browse the help center →Upload them in your client portal from a computer, or take photos with the TaxDome mobile app. Your checklist in the portal lists what we need.
Look for an email from notifications@taxdome.com and check your spam folder. If it is not there, call the office and we will resend it.
We review what you send, then Chris goes over what we found and what to do next. If you decide to work with us, we send an engagement letter to sign and a deposit to pay online.
Message us in the portal, call the office at (201) 316-5582 or email office@ecktax.com.
Your contact
Call, email or book a few minutes with Chris.