What to Expect
If you are interested in having me prepare your tax return, please reach out to me via email or submit a request for a free (no obligation) quote on TaxDome. 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 3 business days after receiving a copy of your prior year return(s)
- If desired, we can further discuss your financial & tax needs over a phone call or virtual meeting.
- After confirmation that you would like for me to prepare your tax return(s), I’ll begin the tax preparation process in TaxDome; this begins with the engagement letter, tax questionnaire, and document checklist
- You will be able to electronically sign the engagement letter, complete the tax questionnaire, and upload all of your year-end tax documents
- I will prepare your return(s) within 20 days
- Once prepared, I upload a .pdf copy of your returns to TaxDome
- You will then review and provide your electronic signature. After this, I will e-file your tax returns and upload the acceptance confirmation