About the Biz

Going digital not only simplifies the tax preparation process, but it also gives you your time back. With my four step process, your tax return can be completed from the comfort of wherever you need to be.

Step 1: Fill out client questionnaire located in the client resource tab and securely upload it via the Guest Exchange using the SecureFilePro link located on the same tab. You should receive an email to set up your client portal within 24-48 hours.

Step 2: Set up login credentials for client portal and upload all pertinent tax documents for your tax return preparation.  If you need a checklist of potential documents, you can find this within the client resources tab.

Step 3: Sit back and wait to hear from me. I will reach out with questions or results via phone or email. Feel free to reach out at any time with questions or concerns.

Note: During peak tax season completion time could be up to two weeks.

Step 4: Your tax return will be uploaded to your client portal once signatures and payment for services are received.           

                           Still want an appointment? No problem!

We can now meet via Zoom to discuss your needs and review your tax return.