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:

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• Complete and upload the organizer and engagement letter.

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

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

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