Getting Started
If you have a short tax question about your particular situation, I'll be happy to give you a quick answer.
Let's Look at the process that we'll use if you decide to use me for your tax preparation.
Let's Look at the process that we'll use if you decide to use me for your tax preparation.
Send us a copy of your most recently filed tax return. Include a copy of any state return (if applicable)
Send A Copy of Last US Tax Return
Send Engagement Letter
Please PRINT, SIGN and RETURN a copy of the engagement letter (click on image at right to download)
Send Current Tax Information Forms
Send us a copy of all of your tax information forms for the current tax year: W-2, 1099, 1098, K-1
If one comes in later or is revised, be sure to send it to us right away.
If one comes in later or is revised, be sure to send it to us right away.
Payment of Deposit
After preliminary information is received and we have discussed your unique situation, in most cases I'll send you an invoice (via email) for a 50% deposit of the estimated quote.
Payment may be made by check in U.S. funds, MC or Visa.
The email for the deposit will have a link for online payment.
Payment may be made by check in U.S. funds, MC or Visa.
The email for the deposit will have a link for online payment.
Preparation and Filing
I will prepare and send you a DRAFT COPY of your tax return.
You should carefully look over the return and insure that everything about your situation is accounted for.
If you have changes, please let me know right away.
Along with the DRAFT COPY, we will also include an invoice for the balance due.
You should carefully look over the return and insure that everything about your situation is accounted for.
If you have changes, please let me know right away.
Along with the DRAFT COPY, we will also include an invoice for the balance due.
E-filing
If there are no changes you will sign and return the e-filing authorization form and pay the balance due of our invoice.
Then we will e-file your return, send you a confirmation of e-filing and a printable copy of your return as filed.
Then we will e-file your return, send you a confirmation of e-filing and a printable copy of your return as filed.
Paper-filing
If e-filing is not possible, you will have to "paper file."
If there are changes, please let us know immediately so a revised copy may be prepared and sent to you.
If there are no changes, you should pay the balance due of the invoice. Then we will send you a paper copy of the final return (via email) for you to sign and file by mail.
If there are changes, please let us know immediately so a revised copy may be prepared and sent to you.
If there are no changes, you should pay the balance due of the invoice. Then we will send you a paper copy of the final return (via email) for you to sign and file by mail.
NOTE about how information may be sent to me:
You can FAX, scan and email, or upload through our website (if you have information already on your computer)
We can communicate through email, faxing, texting, Skype. See the CONTACT FORM for complete information.
You can FAX, scan and email, or upload through our website (if you have information already on your computer)
We can communicate through email, faxing, texting, Skype. See the CONTACT FORM for complete information.
Look at the Initial Questionaire
Look through our Initial Questionaire and fill in the relevant sections (You may fill it in on your computer or print it and fill it in).
SEND us the completed copy. (click on image at right to download)
SEND us the completed copy. (click on image at right to download)
Adobe Reader prevents most fillable forms from being SAVED on your computer.
We attempt to make our forms SAVABLE! You should be able to fill out this form and save it on your computer.
Preview.app should work on the Mac.
There are alternatives for Windows that should allow you to fill out a form and then save the data for any PDF form -
example: Nuance PDF Reader for Windows
example: Foxit PDF Reader for Windows
It will NOT work if you try to fill in the form using your web browser (you may be able to fill in the form but not save the information). Please download the form, save it to disk and then fill it in.
You may also of course print the form and fill it in by hand.
We attempt to make our forms SAVABLE! You should be able to fill out this form and save it on your computer.
Preview.app should work on the Mac.
There are alternatives for Windows that should allow you to fill out a form and then save the data for any PDF form -
example: Nuance PDF Reader for Windows
example: Foxit PDF Reader for Windows
It will NOT work if you try to fill in the form using your web browser (you may be able to fill in the form but not save the information). Please download the form, save it to disk and then fill it in.
You may also of course print the form and fill it in by hand.
Note about Adobe PDF Reader
initial questionaire
Please see important note below about Adobe Reader
engagement letter