Tax Return Preparation
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Mobile-Friendly

Tax Return Preparation

Using encrypted mobile-friendly technology, you can schedule appointments, upload documents, e-sign returns and get on with your life while I tackle your tax returns questions and concerns.

The firm can also handle more complex tax planning and representation needs as they arise.

Serving Individuals, Businesses & Nonprofits

Click on the Icons to explore tailored services

Individuals

• Self-Employed • Military Families • Multi-State Issues • US Citizens Abroad • Partners & Executives

Businesses

• LLCs • S Corporations • Partnerships • Small Corporations • Virtual Businesses

Nonprofits

• 990-Series Returns • Unrelated Business Income • Employment Tax Issues • State Tax Filings

Interactive & Responsive

Tax Return Preparation

Online Appointments

Easy appointment scheduling on demand with access to my live calendar to schedule online calls and meetings.

Mobile Friendly

All communications, forms, and client portals are mobile-friendly on your smartphone, tablet, or computer.

Client portals

Secure client portals for documents, information gathering and messaging.

Support

Additional tax planning, advice and representation services are available whatever tax issues come your way.

5 STEPS

To a Complete Tax Return

You pick an available time.  I send you the details on how to join an audio or video meeting.  Reschedule with a click if necessary.

After we agree on how I will help you, e-sign an engagement agreement with me detailing my services and fees.

I will send you an email invitation to login to the tax client portal.  We will use the portal to communicate and share documents.

Securely upload your relevant tax documents and answer the questions presented in the tax client portal.

Review your draft returns and ask any final questions.  E-sign your return.  Then get on with your life!

Contact me during the year if you need any other tax advice!

What can you do to prepare for tax season?

Identify transactions

Identify any unusual transactions you had this year and collect related documents.

Set up Electronic Folder

Set up an electronic folder on your computer or cloud storage to organize your tax documents.

Upload Documents

Upload any tax-related documents to your electronic folder and keep updating it.

Last Year's Returns

Locate last year’s tax returns and upload them to your electronic folder.

Check withholdings

Double check your tax withholdings for 2019 with the IRS Withholding Calculator.

schedule appointment

Schedule an appointment with me so I can file your returns!

Are You Ready for Tax Season?

Get your Taxes Done

Have legal or tax issues to tackle?

Let's Talk!