Tax Process

4 Easy Steps

Step 1) Please download, print, and fill out the tax organizer

Step 2) Now that you have finished your checklist and have gathered your tax documents, please schedule the exchange of your tax documentation.  I offer a number of options for this.

           1) Secure electronic file sharing.  If you like this option, let me know and I will send you an email invitation to setup your account.

           2) Mail – I will reimburse $10.00 for mail services at the time we collect payment for our services.

           3) I offer tax drop off services between 9am and 4 pm at my Dry Creek office location. 

           4) I offer document pickup service if arranged in advance. 

Please note I operate by appointment only; I do not prepare taxes using a drop-in service model.

Once I receive your documentation, I will provide an estimate for my services and an engagement letter for you to sign. 

Step 3) After I finish your taxes I will contact you and schedule an in person appointment, phone review, or computer shared screen review, based on your preference.  I will go over your tax documents and any questions you might have. 

Step 4) I will file your taxes and provide you with documentation for your records.  I am available year round so if you ever have any questions during the year or need an item, please don't hesitate to give me a call.