How It Works - My Process
In order for me to prepare your taxes, there are four things that must happen. Below is the list of these things and the best way to get them done:
1) Get your tax documents to me
· a) Scan and e-mail them
to me: email@example.com
· b) You can also fax
them to me: 919-890-0417
· c) Smart Phone: Take a pic of each one with your smart phone
and text or e-mail them to me. This
works really well but please take care to ensure that the pic is clear. My cell number is: 919-971-3111
· d) Mail them to me via
Or any combination
of the above. Please either send me a
text, e-mail, or voice mail to let me know that you have sent them all and I
should knock out your return. The goal
is to have the return filed within 5 days of getting all of the documentation.
VERY IMPORTANT – IF
I DID NOT PREPARE YOUR TAXES LAST YEAR I NEED A COPY OF LAST YEAR’S RETURN AS
2) I prepare your return.
3) You pay me and sign a Form 8879 – the 8879 is
a 1 page form that authorizes me to E-File your return on your behalf. I MUST have a signed copy of the 8879 before
I can push the button and e-file your return.
I will e-mail this to you as a PDF.
Print, sign, and send it back to me by one of the methods described above,
and I will file your return.
· a) Ultimately, the best
way is to mail me a check. I will send you an e-mail to confirm that I received it.
· b) PayPal – You can pay
via PayPal – my e-mail address for this account is: firstname.lastname@example.org
· c) Credit Card – you
can pay via credit card through this website. Click on the “Pay
By Credit Card” link.
4) Getting your copy of the return for your
files: I will e-mail this to you as 2
PDF files: one for the Federal Return
and one for the State Return. In my
humble opinion, this is the best way to store your return. You can print it if you need it and storage
Viola!! If you have an issue with any of these steps,
please give me a call to discuss.