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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:

1

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.

2

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.

3

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.

4

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.

5

I will electronically file your returns.

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