We are proud to be using TaxDome
Taxdome is a secure portal that is free (to you).
Email can be a risky choice when sharing sensitive personal information. When you choose to work with us we will set you up with your own Taxdome account where you can easily upload your tax documents and information.
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Taxdome is user friendly and also allows you to view and sign your tax return when it is completed.
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Taxdome has also just updated their mobile app which makes it even easier for you to view, upload and sign documents.
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Due to high volume of appointments during tax season we are constantly improving our methods for getting your taxes done in a timely manner.
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Documents may be: uploaded to Taxdome, mailed to us or delivered in person.
In order to stay on schedule we require clients to upload/send/deliver their tax documents 1-2 weeks before their appointment. If we do not receive their documents beforehand, then their appointment will be rescheduled.
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Taxes: Start Here
Our goal is to help you get your taxes done as efficiently and as correctly as possible.
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To that end, here is where you should start!
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This booklet is comprehensive. Don't panic at it's size, not everything will apply to you.
Just do your best and then send it to us through Taxdome.
If you're a new client with us we will also need a copy of the previous year's tax return.
Small Business Owners,
One Last Thing
If you do not currently use an accounting software you will need to create a spreadsheet of your income and expenses.
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We can create that spreadsheet for you but it will cost an extra fee.
Either way- that spreadsheet will be needed before your appointment.
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