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2022 Tax Preparation

Steps to getting started:

Tax Prep: FAQ


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.


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.


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.


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.


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.

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