How We Work Together

Schedule a consultation

Free Consultation

  1. Book an appointment using the form on our contact page.
  2. During the consultation meeting we will ask questions to help us assess your tax needs.
  3. After the consultation an email will be sent to confirm the arrangement and pricing.

Preparing your Returns

Tax Preparation for 2023 Returns

  1. Gather all tax documents (eg. W2, 1099, K-1, brokerage statements). We can provide a checklist. 
  2. Submit your documents using one of the methods below.
    1. We will send you a link to a secure site where you can easily upload your tax documents.
    2. Please do not email tax documents
  3. Schedule a closing appointment 3 weeks from the date we received your documents.
  4. Meet by phone, Skype or in person for 30 minutes to review the return.
  5. Sign your return via E-Signature – you will be provided with a link.
  6. E-file the return with the IRS after your signature and payment is received. The IRS typically acknowledges the filing within 24 hours.
  7. If you require an extension, please advise as early as possible.
Free Consultation

Get Your Tax Preparation Started for the 2023 Filing Period