Complete these three steps, so we can get started on your tax prep.
If you have any questions about this process, click here to e-mail me.
Let’s get started! Sign the engagement letter and pay your $250 retainer.
The $250 retainer is applied to your total tax prep fee. The final balance due for tax prep must be paid before e-filing of your tax returns.
You must complete a tax organizer for tax prep. This step should take about 20-30 minutes to complete.
You have two options here-
1) Complete our online tax organizer by clicking “Start” below; or
Once you’ve completed steps 1 and 2, please upload your tax docs by clicking the Secure Upload button below.
You can revisit this upload link as many times as you want to upload any additional docs. You’ll enter your name with each upload, so we know who the docs are from.