Tax preparation options

Upload your tax documents to my secure portal, with your choice of a phone call before doing so and/or when I have completed the tax returns. Upon completion and review of the returns, we’ll have a phone call or Zoom video meeting to go over any questions you and I may have, talk about the results of the returns, and discuss anything that may change significantly for the next tax year. Then a PDF copy of your tax returns are delivered to your personal space in the portal.​

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While I go over your tax documents, we talk through questions and discussion points. I will scan your documents and you leave my office with the originals in hand. When the returns are completed, I will call you to discuss the results. Most people then opt for electronic PDF copies of the returns done through my secure portal, but I can mail paper copies if you prefer.

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