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

Head over to the “Let’s File” page and provide me with some basic information.  I will then send you an invite to create your secure client account. 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 and a client intake form.

• The engagement letter must be signed before I can start your return.

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

• Please note: once I begin working on your return, the deposit is non-refundable.

Uploading Your Documents

You’ll upload all of your tax documents through the portal.
Once you confirm everything has been submitted, I’ll add you to my queue.

If I have any questions while working on your return, I’ll reach out through the portal.

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.

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