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Here is what to expect when choosing
virtual tax preparation -
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​Step 1: Navigate to our 'Help and Resources' tab and download the '2024 Tax Organizer'. Use pages 1-4 as a checklist to ensure you are not missing any documents. Pages 5-7 is a tax questionnaire that every client must fill out yearly.
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Step 2: Upload your documents and the completed questionnaire to our secure portal. In the message box, please let us know the best way to communicate with you (phone call, email, text).​
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Step 3: You will receive a confirmation email from our office with next steps.
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Step 4: We will begin working on your taxes and reach out to you if we have any questions.
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