Any client who wants to streamline the hassle of annual tax compliance. Halcyon will prepare a document checklist and questionnaire that can be used as an interactive guide to capture all required information.
As documents are received or available, they can be uploaded (or downloaded) immediately into the portal instead of all being tossed into a folder waiting for each document to arrive without any visibility as to what is still outstanding.
The tax return processing will be continuous until the client alerts Halcyon all documents are received at which point a credentialed professional reviews the results to highlight any inconsistencies or tax saving measures.
Outside of Halcyon’s commitment and adherence to data security protocols, client information will only be shared with the entity sponsoring the tax preparation program who is already a trusted advisor.
The difference is that with Halcyon, the financial institution will be in a position to enhance services for the client in additional ways that were previously impossible due to the fragmented and transactional nature of the relationship. All insights are between you and your client ONLY.
Halcyon does not require any specific hours or commitment from our professional staff because we understand a flexible work schedule will give us access to a greater pool of talent. Not all accountants want to work 18-hour days in an office environment, spending hours on mundane tasks such as data entry.
At Halcyon, the professionals are asked for their valued services only – to review and give tax advice –the data entry is left to our time-proven technology and verifiers.
Compensation is based on a per-unit review commission with adjustments based on complexity, turnaround time, and proximity to the filing deadline.
Our infrastructure makes the review process easy. It eliminates the fear of data entry errors by providing multiple layers of accuracy verification as well as exception reporting to highlight anomalies and assist in an efficient, quality review process.