Additional Information
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 with 3 easy steps:
1 - Send me an email requesting our easy-to-use questionnaire and fill out all parts of the questionnaire that describe your unique tax situation and email it back to me using my secure server. (a link will be provided for your convenience)
2 - Please include a picture of your current photo id. If you are married, please include a copy of your spouse’s id as well.
3 - If possible, include your last year’s tax return, for comparison and reference purposes.
When your taxes are completed, we will go over them using one of the methods listed above. I will use my secure server to send you all the forms that require your e-signature. Simply e-sign and return your forms. Upon payment I will e-file your taxes and send you confirmation. Receipts are available upon request. A printed copy of your tax return will also be mailed to you. After receiving your tax return, you can always call, email, or schedule a Zoom call if you have any questions or concerns.
