After we connect by phone, Skype, Facetime, Google Voice or email, 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).