You've Made Your Tax Appointment... Now What?

Thank you for scheduling your tax appointment! Here’s what you need to do next to ensure a smooth and productive process:

  1. Check Your Email: Within 24 business hours, you will receive an email containing a secure Dropbox link. This link will serve as a secure connection between us for sharing important documents.
  2. Access Your Checklist: Inside the Dropbox, you'll find a checklist that will guide you through the documents we need for your tax preparation.
  3. Upload Your Documents: Please scan your tax-related documents or save your electronic ones, and upload them to Dropbox. The more information you provide before our call, the more productive our conversation will be, helping us schedule your taxes more swiftly.
  4. State Location Isn’t a Barrier: There's no need to worry about location. Whether you're local or in a different state, I can handle your tax needs 100% online. Many people mistakenly believe it’s difficult to share information over distances, but rest assured, the process is simple and efficient.
  5. Service Details and Pricing: My tax services start at $450, which includes a consultation and the preparation of up to one schedule. You will be invoiced for any remaining fees after preparation and before the taxes are submitted.
  6. Document Handling: Instead of sending all your receipts, categorize your deductions as outlined in the checklist and provide the totals if you don't have bookkeeping. Otherwise, provide your bookkeeping. Please upload all documentation you have received for taxes to Dropbox. The checklist is a powerful memory jogger; if you wonder if I need it, put it in the Dropbox. We will review this information during the consultation.

This digital approach saves time and effort, making it easy to manage your taxes from anywhere. I’m here to help facilitate a seamless experience, ensuring your taxes are handled professionally and efficiently. If you have any questions, don’t hesitate to reach out!