Take the stress out of tax season. With years of experience, I have come across just about every tax issue and I am ready to help you! I can assist with current year filings, amendments, prior year and delinquent taxes, IRS issues, and more.
​
All tax filings include your federal, state, and local (school district and municipality) tax returns, as applicable. All tax returns will be e-filed, as permitted (note that some localities do not support e-file; paper copies will be provided in these instances).
​
Below is a basic outline of the tax filing process.
Meet
The process typically starts with a brief meeting or phone call to discuss your current tax year and filing requirements.
Documents
Provide me with your tax documents (e.g., W2s, 1099s, etc.). All originals will be returned to you upon the completion of service.
Prep
Leave the rest to me. I will follow up with any questions or requests for additional information and let you know when the return is complete.
Review
We'll meet again and I will review the results with you and answer your questions. Once you approve and sign, your returns will be filed.
Remote Services
The basic procedure remains the same for remote tax filing, with a couple of minor tweaks. Our meetings can be over the phone, held virtually (e.g., Zoom), or we can simply correspond through e-mail.
​
Your documents will be uploaded directly to me through the secure client portal
​
Nothing changes with the preparation step; I'll work on your tax return and let you know if I have any questions!
​
Once compete, an electronic draft of your tax return will be uploaded to your portal account. You can review the return on your own, or we can "meet" to review and discuss. When you are satisfied, you will have the ability to sign electronically and your filing will be complete.