THE PROCESS
I Make The Process Work
I always offer a free consultation so we’ll have a chance to speak in general about your situation and to ask each other questions. I will also propose my plans for your particular situation, and we will agree on a price before any work starts. We can connect via phone, Skype, FaceTime, Google Voice or email. After we have spoken, I will send you a new client questionnaire. The information on the questionnaire provides a comprehensive picture of your tax circumstances. Though it may seem long, it ensures that no details are missed, which is essential, when developing a plan to address your tax needs.
Next, I will create a shared folder that allows us to securely transmit documents. We will determine which platform e.g. Dropbox, Google Docs, Box, Citrix, Tresorit, best suits your needs.
After the questionnaire is completed and you have uploaded your source documents, I can evaluate your position and we can discuss a plan and fees. I would then prepare a draft return which would be submitted to you for review and we can discuss any concerns.
Following your final approval, for most individuals and entities, your tax returns can be e-filed (which I strongly recommend), eliminating any need for mailing documents. This also allows tax refunds to be paid in 8 to 21 days with direct deposit.
For your convenience, I accept multiple payment methods including Venmo, PayPal, Apple Pay, QuickPay with Zelle, bank check, credit cards via Square and Bitcoin (Coinbase).
