INDIVIDUAL TAX PREPARATION

WORK VIRTUALLY WITH ME

Using technology allows us to work together from any location.  For an individual tax return, the typical process is:

  • Complete and upload the organizer and engagement letter.

  • Scan or take photos of your tax docs and upload to the portal.

  • Communicate via email or phone about questions, tax savings, or tax planning opportunities.

  • Review tax return and provide an e-signature authorizing me to electronically file the tax return.

Working from Home
 

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