Frequently Asked Questions

1. Complete the Client Onboarding Form
   Start by filling out the short Client Onboarding Form so I can gather basic information and confirm the scope of your return.

2. Upload Documents Securely
   Open the Verifyle link you receive and fill out the Secure Client Tax Intake Form and upload all required personal information and tax documents through the Tax Organizer 

(W-2s, 1099s, driver’s licenses, Social Security cards, etc.).

3. Sign the Client Engagement Letter

This outlines both the client and professional's responsibilities, along with scope of services and payment terms.

4. Stay in Touch During the Process
   You’re welcome to contact me at any time with questions, comments, or concerns while your return is being prepared. Schedule a free consultation here.

5. Review Your Tax Return Summary
   Once your return is complete, you’ll receive a summary to review along with Form 8879 for your final approval to e-file.

6. Payment Due

Invoice is sent. Payment is due before the tax return has been completed and electronically filed.  

7. Electronic Filing
   After approval, your tax return is electronically filed with the IRS and applicable state agencies.

8. Secure Delivery & Ongoing Support
   A copy of your completed tax return will be securely delivered, along with my contact information for any follow-up questions.

My Pricing is transparent and based on the complexity of your tax return. All fees are discussed and approved prior to filing.

Basic Individual Federal Tax Return (Form 1040) starts at $125

• I am fully committed to complying with all IRS rules, regulations, and ethical standards

• I adhere to IRS Circular 230 requirements for tax preparers, including encrypted file upload,  encrypted backup storage, safe MFA authentication, and restricted physical access to my computer hardware

• I maintain accuracy, integrity, and due diligence in every tax return I prepare

• I protect client confidentiality in accordance with IRS and federal privacy laws

• I stay current with IRS updates, tax law changes, and compliance requirements

• Tax Return preparation and e-filing

• Reviews of your personally prepared tax return

• Amended returns from previous tax years. 

• For more information, see the Services page.