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.