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

• Engagement Agreement (mandatory)
  
  • Click here to answer the questions and sign our agreement electronically.
    
  • If you prefer to print it and complete it by hand, please download the pdf here.
    
    
• 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.
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• 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​