Taxes are hard! Getting them done shouldn't be.

  • Engagement Agreement (mandatory)
  • Printable personalized organizer or checklist based on your prior year return (optional)​
    • If you’ve utilized this in the past, we will automatically provide this year’s for you here.
    • If you’d like one but don’t have one at the link above, just let us know!

  • Provide all of your tax documents:
    • Upload to TaxDome  /  Drop Off  /  Mail In

  • Schedule a review appointment.
    • Please allow at least 7 days from the date you provide your tax documents for me to assemble a draft of the return. 
    • We use the review appointment to ask for missing information and discuss follow-up questions. 
    • It is helpful for you to have access to a computer and your passwords during the appointment. This enables you to obtain any missing info during that time.

  • Completion!
    • We'll finalize the return and upload your client copy to your Client Portal, along with your electronic signature documents and our invoice.
    • We will e-file your return upon receipt of payment for services and your signed Form 8879s. ​

© Number Queen Ltd., Olivia Henley, EA. All rights reserved. 

PHONE: (916) 486-4429

2540 Hernando Rd.Sacramento, CA 95825   Phone: 916.486.4429   Fax: 916.352.6931   taxes@numberqueen.com​​