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.
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 $350. 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.
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!