Document Handling

You’ll upload your tax documents to a shared Box folder. Box is an online file storage service that you can set up for free. I’ll share a folder where you can securely upload everything. If you are local you can drop off originals at my home (I have a drop-off bin) or you can snail mail them to you.  All originals will be returned with your hard copy of your tax return.

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1. Once your return is drafted, I’ll email it to you for review and approval.

2. After you’ve approved the return and paid my invoice, I’ll electronically file your return with the IRS.

3. If I need more information, I’ll contact you by email so we have a clear written record of our communication.​

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If this process works for you, click the link below to schedule a free Discovery Session. During this session, we’ll talk about your tax situation. There’s no obligation to hire me after the session. If you decide to move forward, I’ll send a tax organizer and instructions for providing your documents, as well as details on setting up additional meetings if needed.

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For Business Owners

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If you own a business, there are a few additional considerations:

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1. QuickBooks Online (QBO): I require all business clients to use QBO. It ensures consistency, saves time, and allows me to work productively across all client accounts.

2. If you’re not currently using QBO, I can help you set it up. As a QuickBooks Solutions Provider, I can process your subscription through my backend connection with Intuit. This gives you a 30% discount off MSRP for the first 12 months. This discount isn’t available directly through Intuit online; it’s exclusive to accounts registered under me as your provider.

3. If you’re not ready to switch to QBO yet, I’ll work with your current system for 2024 and assist you in transitioning to QBO in 2025.

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Service Options for Business Clients

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1. Full-Service Accounting:

   • I handle everything—bookkeeping, tax planning, and tax preparation.

   • Think of this as having me as your bookkeeper and CFO.

2. CFO and Tax Prep Only:

   • I train you to manage your own bookkeeping in QBO.

   • I check your work twice a year, make adjustments as needed, and handle tax planning and preparation.

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Pricing depends on:

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• The complexity of your business.

• The number of transactions in your accounts.

• Any other factors that impact your business and personal taxes.

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After your Discovery Session, I’ll provide a proposal with pricing for both options within 48 hours.

If this approach sounds like a good fit for your needs, schedule your free Discovery Session today.