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How We Work

We work to make preparation of your income tax returns as easy and convenient as possible for you. The best place to start is with our Tax Organizer located under the Resources Tab. You’ll find a list of the documents we’ll need to accurately prepare your return and there are worksheets to help you list your deductions and other important information.

Step 1: Call me and let’s talk. Like any interview, I want you to understand the way I work and how I’m here to help. During this call, we will discuss your goals and lay out how my office works.

Step 2: Register your client portal. We live in an age where transmitting sensitive information must be secure. After our talk, I will create a safe place for you to upload a prior year copy of your tax return. The reason I want to see it is to review the previous work, identify any errors and give you a quote for services.

Step 3: Once you have reviewed your quote and signed the engagement letter, you will be able to upload your tax documents as they arrive.

Step 4: Make an appointment. You have the option of a Web Conference, In Office or Phone appointment. But it is important to make one. This is when I will dedicate my time to you while reviewing your tax documents and asking questions. *For in office appointments, I will scan and upload your tax documents to your portal.

Step 5: Electronically Sign your tax returns. After I have completed your tax returns, you will be sent a notification via email to login to your portal for your review and signature. If you are unable to sign electronically, I will mail hard copies for signature. They must be returned to my office to finalize your tax returns. When your tax returns are accepted by the respective agencies, an acceptance email will follow.

Step 6: Pay for services. I use Quickbooks Invoicing and shortly after preparation, you will receive an email from me with an invoice for services. You have options to pay by credit card, direct withdrawal from checking or mailing a check. *If you mail a check, please let me know in advance.

I strive to finish your return within three days of receiving your completed organizer and all applicable documents. I recommend direct deposit of your refund for fastest receipt of your refund.