How do we get started?

Get in touch with me and we will set up a brief phone call, where we will discuss your tax situation and any questions or concerns you have.

If we decide to move forward, I will give you access to my client portal - Intuit ProConnect, where you will create a log in and follow the step by step prompts to gather the documents and information needed to compete your tax return.

Once you have approved the completed return and remit payment via emailed invoice, I will electronically file your return and provide confirmation of acceptance.

Do you offer virtual tax preparation?

Yes - all tax preparation will be completed securely online via the client portal you will be given access to.

How long does the tax preparation take?

Once all documents and questions have been submitted, turnaround is typically 3-7 business days, depending on the complexity and client responsiveness.

How do you price your services?

Pricing is based on return complexity. Generally, I will request your a copy of your prior year tax return, conduct a quick interview to get an idea of your tax situation and provide a transparent and upfront estimate prior to beginning any preparation.

Can you provide assistance preparing amended returns as well as responding to IRS notices and audits?

Yes - I can review your prior year return and file amendments if information was excluded or misreported. In addition, I can help clients understand IRS or state notices and offer support on responses and next steps.