Client Portal & Process Guide
Below you’ll find brief guides and videos to help you navigate the client portal and understand each step of the process. These resources are here to make things simple and straightforward as we work together.
Helpful Tax Resources
Below are trusted tax resources you may find helpful throughout the year, including IRS tools and refund status links.
Essential Tax Resources
Common Questions
What documents are required for my individual tax preparation?
You will typically need income statements such as W-2s and 1099s, records of deductible expenses like mortgage interest or charitable donations, and your identification documents. I provide a comprehensive checklist to ensure nothing is missed.
Do you offer tax services for small businesses and startups?
Yes, I specialize in small business tax solutions, including sole proprietorships. I handle everything from federal and state filings to tax advisory services.
How do you ensure accuracy and compliance with changing tax laws?
I stay updated through continuous education and the latest industry software. I perform multiple review cycles for every filing to catch potential errors and ensure maximum compliance and deduction accuracy.
Can you assist with filings for multiple states?
Absolutely. I am equipped to handle multi-state tax filings for individuals who have relocated or businesses operating across different jurisdictions, ensuring you only pay exactly what is required under each state's laws. **Disclaimer: there are few states that require state-specific credentials to prepare returns, and I do prepare those states.
Can I still work with you if I don't use the portal?
Yes. If you prefer not to use the portal, we can schedule an appointment to collect your documents and a second meeting to review and sign your return. Please note that in-person appointments require scheduling and may extend turnaround time. The portal is the most secure and efficient option, and I offer a fully virtual discount for clients who use it.