Yes. The entire tax preparation process can be completed remotely, from document submission to filing your return. You'll be able to securely share documents, review your return, sign electronically, and receive updates without needing an in-person appointment.

You can upload your tax documents through a secure client portal. Simply request a personalized portal link, and I'll send it to you. If you prefer, you may also submit documents by email. I'll work with you to make the process simple and ensure all required documents are received.

Absolutely. Protecting your personal and financial information is a top priority. We use secure systems and encrypted technology to help safeguard your documents and sensitive data.

Don't worry. If you're missing a document, we'll help identify what's needed and discuss your options. In many cases, documents can be obtained from employers, financial institutions, or other sources before filing.

Many returns can be completed the same business day once all required documents have been received, particularly for returning clients. Processing times may vary based on the complexity of your tax situation and the completeness of your information.

Once your tax return is completed, I’ll send you a summary of your return along with your preparation fee. Payment is required before final documents and e-signatures are provided.

I currently accept:

• Zelle

• Venmo

• Card payments through QuickBooks invoices

Yes. After your return is prepared and payment for services has been received, you'll be able to review your completed return and ask questions. Nothing is filed until you have reviewed and approved it.