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• Engagement Agreement (mandatory)​

  • Click here to answer the questions and sign our agreement electronically.
     

• Printable personalized organizer or checklist based on your prior year return (optional)​

  • Your organizer will be in your client portal under "Firm docs shared with client" --> "2022" on 01/10/23.

  • 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 client portal  /  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. ​