2022 Tax Preparation
Steps to getting started:
NOTE:
If you are unsure if you would like to work together and want to speak in person or on the phone first please call me at (912)-532-3839. If I do not answer leave your name and a good call back number.
If you are READY to move forward with working together please follow the steps below.
1
Click the link below and fill out the tax prep intake questionnaire. This will allow me to enter you into my system and create your secure profile.
2
Once I review the details of your situation I will email you an invoice for your review. If you agree with the pricing I will send over an engagement letter for your signature. Once that is signed I will begin working on your return.
3
You will receive an email regarding your profile I created. Please use this link to log on and upload ANY relevant tax documents you have. (If I don't need them, I won't use them so don't worry about uploading unnecessary items). We can also set up a time to meeting in person to exchange documents if that is preferred.
4
After I have completed your return I will set up a time to walk you through the return. Afterwards, payment will be due in full.
Your return will NOT be submitted to the IRS until payment is received.