One advisor, from the first conversation through the next step.
Working remotely · Personal attention · Clear expectations
You may know exactly what you need, or simply know it’s time to ask for help. Either is a good place to start.
We’ll talk through your situation, find the right service, and agree on what happens next. You’ll know what to provide, what work I’m doing, and where your attention is needed.
And you work with me, Amanda, throughout. There are no handoffs.
The details depend on the service. The care and communication stay the same.
We begin with your questions, goals, and situation. That may lead to tax preparation, a focused consultation, a Membership, or ongoing business or church guidance.
If you’re exploring service options, the New Client Intro is a short conversation about whether my services fit your needs. Tax and business advice belongs in a paid consultation or an agreed service.
For new tax clients, I give a general ballpark during our initial contact, based on what you expect your return to involve. The final charge is determined once the return is complete: a base fee plus charges for the forms used.
We also cover responsibilities, timing, and getting set up. TaxDome sends the steps and prompts by email and portal chat. For advisory or project services, we agree on the scope and fee before beginning.
I’ll explain which documents and background information to provide and how to send them. Depending on the work, that may include tax documents, prior returns, reports, notices, or details about your plans.
Please send requested information as early as you can. If something is missing or unclear, we’ll work through what’s needed.
I review the information in context and carry out the agreed work. If I need clarification, I’ll reach out. We make room for questions so you understand the results and recommendations.
For monthly business or church reviews, completed, categorized, and reconciled books are the starting point.
For tax preparation, we discuss the return, you approve it, and I send the e-file signature forms and final invoice. After payment, your full return is available to download in the portal. I’ll contact you if there’s a filing issue, such as a rejection. For advisory work, we review the agreed guidance or deliverables and the next steps.
If you’ve chosen ongoing support, we continue with the meeting schedule and scope we agreed on.
Let me know how you prefer to work. We’ll agree on a practical way to keep the information organized and the work moving.
Most clients use TaxDome, my secure client portal. It gives us a place to organize the documents, messages, and steps involved in your service.
Already a client? Use your existing portal access.
Mail copies of the tax documents you received—income statements, interest, investments, mortgage, and health insurance documents, as applicable.
Include figures for deductions such as medical expenses, charitable donations, property taxes, and anything else that applies to your return.
We can review your return and discuss questions by phone.
Contact & mailing addressTaxDome guides you through the steps. Here’s the general path from your documents to your finished return.
Send scans or photos through the TaxDome app or website and complete the organizer when applicable. A general fillable organizer is available in TaxDome; a printable organizer showing your prior-year figures is available on request.
I enter and review the information and reach out with questions. You can book your review appointment when you submit your documents, or wait for me to contact you when the return is entered and ready.
We review by phone, Zoom, or TaxDome chat. I give you an in-depth breakdown of the return, compare it with prior years, and work through your questions before you approve it.
Once the return is approved and ready, I send the e-file signature forms for electronic signing with the final invoice. After payment, your full return is available in the portal to download. I’ll be in touch if there’s an issue with filing, such as a rejection.
You work directly with me. I get to know your situation and remain your point of contact as the work moves forward.
I explain what I need, what the work covers, and where a decision is yours to make. You have room to ask questions.
We choose support that fits your needs. If those needs change, we can discuss the right direction together.
Knowing what to expect makes it easier to get started.
Tax preparation has a base fee, with additional charges based on the forms used. The final charge is determined once your return is complete.
New clients receive a general ballpark during our initial contact, based on what they expect the return to involve. That estimate may change with the forms the completed return requires.
The New Client Intro is for prospective clients exploring services. It does not include tax advice, planning, or document review.
For focused advice, Tax Guidance Session and Business Consultation are each one hour and $200, paid at booking. If you’re an existing client reviewing a completed return, choose Tax Return Review Appointment.
View booking optionsYes. I don’t have employees, and there are no handoffs. You work directly with me from the first conversation through the work and next steps.
Most clients use TaxDome, but you can mail copies of your tax documents and applicable deduction figures instead. The mailing address is on the Contact page. We can review the return by phone.
View mailing addressI’ll explain what’s needed for your service. For tax preparation, use the general fillable organizer in TaxDome when applicable. You can also request a printable organizer showing the figures from your prior-year return as a guide.
If you’re unsure about an item, ask rather than guessing.
We agree on the schedule for your service. Planning includes at least two dedicated planning meetings each year. Full Picture includes quarterly meetings, with reports and deliverables. Financial Partnerships and Church Financial Guidance include monthly reviews.
Foundation provides questions access and Handled Protection; dedicated planning meetings are part of the higher levels.
No. Your team or bookkeeper needs to complete, categorize, and reconcile the books before monthly financial reporting and review. I can provide oversight and recommendations within the agreed scope, while bookkeeping and corrections remain with your team.
For consultations and advisory services, we discuss additional work and fees before proceeding. A consultation covers the scheduled hour; research, calculations, reports, filings, and other deliverables may be separate work. No additional advisory work is performed or billed without your approval.
Tax preparation is priced separately: a base fee plus charges for the forms used, with the final invoice determined after the return is complete.
“Simple and organized process give her the paperwork she takes care of everything”
Tell me what you need help with. We’ll find the right place to start.
One advisor. Clear steps. Personal attention.
