We are excited to serve you and make your tax filing SIMPLE, PAINLESS, and STRESS-FREE!
Let me give you a brief overview of our tax prep process:
1- You will provide a completed tax organizer (PDF upload or completed online) and upload your current year tax information to the portal – W-2, 1098-INT, etc. 2- I will prepare your current year tax return. (Typically takes 3 weeks from receipt of all tax documents) 3- I will upload a copy to the portal for your review. 4- Ask me any questions you have. 5- Once approved by you, I will e-file your return for you.
