Step 1) Please contact our office (303-557-8426) to receive a the tax organizer.
Step 2) Once you have finished your organizer 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.