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

Fill out this tax prep questionnaire. This will allow me to enter you into my system and create your secure profile.

https://form.jotform.com/elleandcous/tax-preparation-client-intake-form

2

Once I review the details of your situation I will email you an invoice for your review. If you agree, pay the invoice through one of the methods listed on the bottom of your invoice.

3

Upon receipt of payment I will begin your tax 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).

4

After I have completed your return I will email you an excel breakdown of your return as well as an official copy of the return.