Michelle Soele PLLC — Missy Soele, CPA Missy Soele, CPA
Missy Soele, CPA

How Missy Soele Partners With Clients

Missy Soele, CPA utilizes a clear, collaborative process designed for year-round clarity and peace of mind.

Prospective

Understanding fit before any engagement begins.

We take the time to align our expertise with your financial goals, ensuring we can provide meaningful value to your specific situation.

New Clients

The onboarding sequence once an engagement is confirmed.

We establish secure, streamlined channels for document sharing so your transition is completely seamless and stress-free.

Current Clients

The annual rhythm for returning relationships.

Through proactive checkpoints and clear communication, we aim to eliminate surprises and keep your tax strategy optimized all year.

1

Initial inquiry & fit

A brief inquiry through the Request a Meeting page and a short conversation to understand scope and fit — in both directions. Request a Meeting →

The Benefit: Ensures our partnership is built on mutual expectations and aligned goals.
2

Engagement letter — signed inside Intuit Link

The engagement letter is reviewed and signed within Intuit Link, defining the scope of work before documents are exchanged.

The Benefit: Provides complete transparency regarding the scope of work.
3

Secure document exchange

Initial documents (W-2s, 1099s, prior-year returns) and intake questions are completed in Intuit Link; the SmartVault portal is used for ongoing secure exchange throughout the year.

The Benefit: Keeps your most sensitive financial data fully encrypted, organized, and easily accessible.
4

Preparation

The return is prepared from the information provided; questions are handled by email as they arise.

The Benefit: A meticulous review process that maximizes your deductions while ensuring total compliance.
5

Review

Your return is provided for review.

The Benefit: Gives you the opportunity to understand your tax picture clearly before anything is finalized.
6

E-signature & filing

Returns are e-signed via DocuSign through ProConnect, authorizing e-file. Once filed and accepted, a client copy is archived in SmartVault for ongoing access.

The Benefit: A fast, paperless finish with a permanent, secure archive you can access anytime.

Review Services →   ·   View Pricing →

Questions about the process?

Explore the Tax Insights page to learn more about my proactive approach, or reach out using the contact information below.