Frequently Asked Questions

Getting Started

  • Smart Intake is the short, guided intake process we use to get tax engagements started cleanly and accurately.
    → See how Smart Intake works

  • Complete our quick online Smart Intake. Shortly after, you'll either receive our follow-up questions, or simply receive our digital Engagement Letter if we already obtained the information needed.

    We welcome questions throughout the process. We’re committed to ensuring you have all the information you need before moving forward.

  • Our Smart Intake is designed to do some of the heavy lifting, by helping you provide us with the initial information we need to see if we’re a fit.

    If you then desire a consultation, we are happy to do so, armed with information to help us get down to real business—at your convenience and on your schedule.

  • The Millennial CPA is a 100% remote firm based in Richmond, VA that serves individuals and businesses around the United States. We work asynchronously with our clients, and virtual office hours are available. Our systems are built to keep your tax work moving while reducing the back-and-forth that slows things down. Learn more about what it’s like to work with us— we think you’ll find it suits your busy life.

How Our Process Works

  • We wrote the Our Process guide to give an overview of how the relationship flows. You’ll receive an onboarding email that guides you step-by-step through opening and navigating the portal, as well as customized instructions that guide you through tax document submissions specific to your situation.

    At any time during the process, we can chat through the portal, or schedule calls to clarify anything unclear. The “Client Portal” button is also conveniently located on the nav bar of our website so you never lose track.

  • No. Our system allows you to submit documents as you receive them, while we keep track.

    If we are missing anything from you or believe there is anything outstanding, we will let you know quickly to keep the process moving along.

Communication & Support

  • While the rhythms of our busy season vary, you can expect a response to all questions that come through the client portal within 3 business days. Emailed questions may take longer to review, so we will always encourage clients to chat us through the portal.

  • Yes — you’ll be able to meet directly with a tax expert who knows your situation in detail. Once you’re onboarded, you’ll have priority access to our calendar so you can schedule time whenever you need a live conversation.

Technology & Security

  • All client data is stored in a secure, encrypted cloud platform that meets IRS and SOC 2 security standards. Files are transmitted via a secure portal — never by email. Please also consult our Privacy Policy and Terms of Service for more information on how we use third party software tools, while keeping your most sensitive information safe.

  • No. Everything is accessible through the secure “Client Portal” button on our website. There is an app version you can download, as well. And with the single sign on feature, you can complete your entire tax process from your phone or computer without extra logins or installs.

Pricing & Payments

  • Pricing is standardized in a Base Package and Add-ons format for additional complexities, all of which we break down for you in your custom proposal. We recommend checking out our Services & Pricing page to get an idea of price ranges.

    You can see your custom price right now with zero obligation to move forward, by using our Smart Intake tool.

  • Yes, we bill all engagements up front. This retainer, paid once a year, ensures our constant fast service throughout the tax preparation and e-filing process. See Working With Us to read more about our commitment to you when you become a client.

Administrative Details

  • Your filed returns are stored in your portal for secure, year-round access at any time. Our industry-standard process is to present your return for review, obtain your e-file authorization, and then file and notify you when the process is complete.

  • Yes, and you can indicate in your Smart Intake experience whether outstanding IRS notices are something you’re coming to us about.

    We will then offer review and handling of your notices—if we determine we are able to assist—as part of your client package.

    If you receive an IRS notice related to a return we prepared, we’ll handle this as part of your engagement.

Who Is The Millennial CPA?

  • Your return is prepared and reviewed by a licensed, highly experienced, and thoroughly vetted U.S.–based tax professional. All work is completed onshore through our secure, encrypted systems — a deliberate part of our data-security commitment.

    All client intakes and tax position oversite are currently handled exclusively by Sam Leon, CPA, the firm owner. See About Our Firm to learn more.

  • Absolutely. Proof of licensure and credentials is available upon request, and you can verify my status through the appropriate state and federal licensing databases. Contact us if you would like the details.