Additional Information
This year, due to Covid-19 we are focusing on virtual tax preparation. With virtual tax preparation you will receive the same personalized service as you would in our office with the convenience of not having to leave your house. Simply follow these steps:
1- Send me an email requesting our easy-to-use questionnaire. Fill out all parts of the questionnaire that pertain to your unique tax situation and upload it back to me using my secure server. (a link will be provided for your convenience)
a. Please include a picture of your current photo id. If you are married, please include a copy of your spouse’s id as well.
b. If possible, include your last year’s tax return, for comparison and reference purposes.
2- I will call you, email you, or we can do a Zoom call if I have any questions after receiving your information.
3- You can always email, call me, or we can do a Zoom call if you have any questions or concerns.
4- When your taxes are completed, we will go over them using one of the methods listed above.
5- I will use my secure server to send you all the forms that require your e-signature.
6- Simply e-sign and return your forms
7- Upon payment I will e-file your taxes & send you conformation. Receipts are available if needed.
8- A printed copy of your tax return will be mailed to you.
