How it Works

A Simple, Streamlined Process Built to Help You Succeed

Step

01

Book a Free Consultation

• Clients must read and agree to the Terms & Conditions before booking
• Schedule a required consultation to discuss your tax needs or professional goals
• Booking does not guarantee services and is subject to eligibility review
• Consultations are for evaluation purposes only

Step

02

Consultation & Assessment

We review your situation, needs, and service fit •
This session is not a formal service agreement or legal/tax advice •
We determine whether our services or software are the right match •

Step

03

Service Approval & Selection

• If approved, you’ll be guided to the appropriate service or software plan
• Services are subject to availability and compliance requirements
• All clients must meet M4 Tax Pros standards before proceeding

Step

04

Secure Intake & Compliance

Complete required intake and due diligence forms •
Upload documents through our secure system •
Work does not begin until all compliance steps are completed •

Step

05

Setup, Preparation & Filing

• Tax clients: returns are prepared, reviewed, and filed accurately
• Tax professionals: software, branding, service bureau, and bank products are set up
• Ongoing support provided based on your selected service

Step

06

Continued Support

Post-filing assistance and guidance when applicable •
Mentorship and resources available for tax professionals •
Long-term support designed to help you stay compliant and grow •

How it Works

A Simple, Streamlined Process Built

to Help You Succeed

Step

01

Book a Free Consultation

• Clients must read and agree to the Terms & Conditions before booking
• Schedule a required consultation to discuss your tax needs or professional goals
• Booking does not guarantee services and is subject to eligibility review
• Consultations are for evaluation purposes only

Step

02

Consultation & Assessment

• We review your situation, needs, and service fit
• This session is not a formal service agreement or legal/tax advice
• We determine whether our services or software are the right match

Step

03

Service Approval & Selection

• If approved, you’ll be guided to the appropriate service or software plan
• Services are subject to availability and compliance requirements
• All clients must meet M4 Tax Pros standards before proceeding

Step

04

Secure Intake & Compliance

• Complete required intake and due diligence forms
• Upload documents through our secure system
• Work does not begin until all compliance steps are completed

Step

05

Setup, Preparation & Filing

• Tax clients: returns are prepared, reviewed, and filed accurately
• Tax professionals: software, branding, service bureau, and bank products are set up
• Ongoing support provided based on your selected service

Step

06

Continued Support

• Post-filing assistance and guidance when applicable
• Mentorship and resources available for tax professionals
• Long-term support designed to help you stay compliant and grow

Contact M4 Tax Pros Today

Whether you’re filing your taxes, planning ahead, or need expert tax support, our team is here to help.

Send us a message and let’s take the stress out of your tax situation together.