Tax Preparation
Let’s get those taxes over with, yeah?
How it Works
After initial intake, we’ll schedule a quick call or exchange emails about general expectations and pricing. I’ll provide a draft engagement letter with the particulars.
Once we’re all aligned, we’ll use Intuit Link, a secure client portal, to collect and manage your tax documents.
You'll receive a personalized upload link after onboarding
Upload documents through an encrypted, secure portal - no email attachments
Follow a guided checklist so nothing is missed
Track status and respond to questions all in one place
This keeps your information protected, organized, and your return moving efficiently.
Here’s a preview of how Intuit Link works: