What to Expect
If you are interested in having me prepare your tax return, please reach out to me by filling out an interest form, email, or call me. If you have any questions along the way, my “virtual door” is always open. My preference is to correspond via email, but I will return phone calls as needed. More information about my process can be found here.
Highlights of my tax preparation process follow.
- I will reach out with a pricing estimate or any follow-up questions within 2 business days after receiving a completed interest form
- If desired, we can further discuss your financial & tax needs via phone, Zoom, WhatsApp, or FaceTime.
- After confirmation that you would like for me to prepare your tax return, I will send over an invitation to Intuit Link that contains an engagement letter, tax questionnaire, and document checklist. Intuit Link walkthroughs can be found here.
- You will then be able to electronically sign the engagement letter, complete the tax questionnaire, and upload all of your year-end tax documents.
- You will notify me via email when all your documents are uploaded and I will prepare your return
- Once prepared, I will send you an email summary and upload a .pdf copy of your returns to Intuit Link
- You will then review and provide your electronic signature. After this, I will e-file your tax returns and let you know once they have been accepted