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Tax Preparation

My goal is for filing your taxes to be as smooth and transparent as possible. Pricing for basic tax return preparation starts at $425.  If you are self-employed or have a small business, check out the packages page for tax preparation + planning pricing packages.

Once we have decided to work together, you can expect the following process:


You will sign an engagement letter, fill out a tax questionnaire, and upload current year tax documents, and prior year tax return (if a new client) through a secure online portal.


I will review what you sent over and send you a list of missing items.  We may do a video chat or call at this point to review questions.


I will prepare your return and send a draft to you for your review. I may also send you a short video (that you can watch at your convenience) where I go over your tax returns.


You will let me know if you have any questions about your tax returns.  Once all of your questions have been answered, you will electronically sign your returns.


I will electronically file your returns.

All communication and document exchange is done digitally for your convenience!