Process

My Process

Since I’m just getting started on my own, I currently run everything virtually. This helps keep things simple, efficient, and affordable. If you’re interested in meeting in person, feel free to reach out—just keep in mind it would most likely be in a public place like a library.

Getting Started

Create your portal account at https://everettfamilytax.taxdome.com/ or head over to the “Let’s File” page and provide me with some basic information. This portal will be your main hub for everything moving forward—messaging, uploading documents, signing forms, and staying up to date. It’s also the easiest way to communicate with me.

What Happens Next

After you create your account:

• You’ll receive an engagement letter that must be signed

• Once the letter is signed, I’ll send an invoice for a $100 deposit to secure your spot.

• After your deposit is paid an organizer will be sent to you.

Completing the Organizer

You will get a message stating you need to answer some questions:

• Through out the organizer it will prompt you to upload your documents.

• After all documents are recieved I will review to prepare your price agreement. 

• Once the price agreement is signed you will move to my queue in the order recieved.

Wrapping Things Up

When your return is complete:

• I’ll send you a summary of your results along with your remaining invoice.

• Once payment is received, I’ll upload a draft copy of your return for review to include a pre-recorded video walk through.

• After reviewing, you can either sign to finalize or schedule a phone/video call if you have questions before approving.

Current document deadlines:

To ensure time to get your return done documents must all be recieved and payment agreement signed by 3/31 for 4/15 filing or an extension might need to be filed.