Do I need a tax preparer?
No! All taxes can be done yourself, it’s just a matter of reading stacks of instructions! It’s just that many people don’t want to for many different reasons.
Do I want a tax preparer?
Maybe! If you have a situation more complicated than a W-2 from employment, it could be worth asking a tax professional if they’d recommend assistance.
Should I have you prepare my taxes?
Maybe! See about me tab!
How much does it cost?
What does the process look like?
— Schedule a consult if you haven’t worked with me before
— Structure your records in a way that works for you and makes them easy to gather. Please use the organizer if it is helpful.
— Upload your documents to my secure portal. There is a guest exchange function if you don’t already have an account. If you prefer, you may email documents as attachments, though this is not recommended for sensitive information.
— Schedule a review of your drafted taxes.
— Review your drafted taxes together. My goal is to update and finalize your taxes by the end of our meeting. Occasionally, things will come up or be remembered that may need some digging (which is preferable to making it up just to get it done). If so, we’ll schedule a follow up.
— Sign them via the Docusign link sent to your email(s). I will e-file them and send you an invoice, finishing the process.