
TAXES ARE HARD! GETTING THEM DONE SHOULDN'T BE.
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Engagement Agreement (mandatory)
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Click here to answer the questions and sign our agreement electronically.
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Printable personalized organizer or checklist based on your prior year return (optional)
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Your organizer will be in your client portal under "Firm docs shared with client" --> "2022" on 01/10/23.
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If you’d like one but don’t have one at the link above, just let us know!
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Provide all of your tax documents:
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Upload to TaxDome client portal / Drop Off / Mail In
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Schedule a review appointment.
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Please allow at least 7 days from the date you provide your tax documents for me to assemble a draft of the return.
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We use the review appointment to ask for missing information and discuss follow-up questions.
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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!
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We'll finalize the return and upload your client copy to your client portal, along with your electronic signature documents and our invoice.
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We will e-file your return upon receipt of payment for services and your signed Form 8879s.
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We are all settled in our new office space and are able to see clients in person on a limited basis.
We are open weekdays for drop offs and pickups between 9:00am - 4:00pm, or by appointment.