Procedures
Simple Steps:
- Enjoy a free 50-minute consultation via Zoom or Google Meet.
- Upload your tax documents securely to the portal of our advanced tax software.
- I will have Q&A and prepare your tax return based on the documents you provide.
- You will receive an email invitation to review your draft tax return.
- If no changes are needed, upload your signed authorization 8879 to the secure portal.
- I will e-file your completed and signed tax return with the federal and/or state tax authorities.
- You will receive an email notification once your return has been accepted or rejected by the tax authorities.
Steps
0
Our process is designed to make your tax filing efficient, secure and stress-free!
Checklist to help you to get start:
Please prepare and upload the following documents to the secure client portal:
- Photo Identification – Driver’s license or passport.
- Social Security Numbers – For yourself, your spouse, and each dependent.
- Prior Year’s Tax Return – A copy of your most recent filed tax return.
- Income Documents – All W-2 and 1099 forms (including interest, dividends, and investment income).
- Mortgage and Property Information – Mortgage interest statement and property tax bill.
- Expense Records – Documentation of deductible expenses such as medical costs, education, childcare, and charitable donations.
- Health Insurance Information – Forms 1095-A, 1095-B, or 1095-C.
- Bank Account – For direct deposit of your refund (please specify checking or savings).
If you are unsure whether a document is needed, please upload it to the secure portal for review.
Documents
0