Tax Preparation
Your return prepared carefully. Your questions answered clearly.
Careful work.
Clear answers.
I review your income, deductions, and documents, prepare your return, and explain anything that needs your attention.
You’ll know what I need from you, where things stand, and what you’re approving before I file.
Is this the right
starting point?
- you need a return prepared and filed
- you want someone to check the details and explain anything that matters
- you prefer to work directly with the person preparing your return
What’s included
Your tax preparation includes:
- reviewing your income, deductions, and tax documents
- preparing your federal and required state returns
- checking which forms and schedules you need
- electronic filing after approval and required signatures, with follow-up if there’s a filing issue
- following up with questions or missing information
We review the return together, including an in-depth explanation and a comparison with prior years. If something needs a closer look, we’ll talk it through.
Need support
beyond filing?
Tax preparation covers your return. If you also want help during the year, Memberships offer ongoing support:
- a place to ask questions throughout the year
- help planning before you make decisions
- guidance as your income, business, or family changes
We’ll find the level of support that fits what you need.
Explore MembershipsA ballpark to start.
A final fee when it’s complete.
For new clients, I give a general ballpark during our initial contact, based on what you expect your return to involve.
Tax preparation has a base fee, with additional charges for the forms used. The final charge is determined once the return is complete and is sent with the e-file signature forms.
From your documents
to a filed return
Upload & organize
Upload scans or photos through the TaxDome app or website and complete the organizer when applicable. Steps and prompts arrive by email and TaxDome chat. A printable organizer with prior-year figures is available on request.
Prepare & schedule
I enter your information and follow up with questions. You can book your review when you submit documents, or wait for me to reach out when the return is entered and ready.
Review & approve
We meet by phone, Zoom, or TaxDome chat. I explain your return in depth, compare it with prior years, and answer questions before you approve it.
Sign, pay & download
Once approved and ready, I send the e-file signature forms and final invoice. After payment, download your full return from the portal. I’ll contact you about filing issues, including a rejection.
“Vast experience in navigating complex tax issues”
Let’s discuss
your next step.
We can talk about your return, answer your questions, and decide whether this is the right place to start.
Book a Call