In-Person Tax Prep: The Personal Touch
Alright, time to get up close and personal with your taxes—literally. Whether you’re in Calgary or Airdrie, I’ll come to you and make this process as smooth as possible. No awkward office meetings or waiting in lines; I’ll show up, we’ll chat about your situation, and I’ll handle the rest. With me, it’s all about making tax season simple, efficient, and dare I say—fun? Ready to see how it works? Let’s dive into the steps!
1
Let's Get to Know You
We connect however works for you—phone, email, text, carrier pigeon (just kidding, but I’m flexible). I’ll send you a new client form (for first-timers) or my current client form (for the returning champs) so I can get the deets I need. Oh, and I’ll also include an engagement letter—don’t worry, it’s just a fancy document that says “I got you, I’m doing this right, and we’re both on the same page.” Basically, it’s the “let’s make this official” part. All the forms I send you will be through a super easy-to-use interface, so you can quickly fill them out or sign them without any fuss. We’ll make sure I have everything I need to start things off on the right foot. No surprises, just clarity.
2
Schedule Your Appointment
I show up at your door (or we meet wherever works for you—I'm no stranger to a home office) to discuss your personal situation. We go over everything in detail, and I’ll scan all your receipts so you don’t have to carry around a stack of paper like it's the 90s. I’ll take the heavy lifting off your plate—so you can keep those receipts for memories, not for tax season!
3
The Tax Magic Happens
Now it’s my turn to get to work. I’ll dive into your tax file like it’s my favorite puzzle, double-checking every detail to make sure you get every single deduction you're entitled to. If I hit a roadblock, I’ll reach out and keep you in the loop. No one likes surprises (unless it’s a tax refund wink wink), so I keep you updated every step of the way. Trust me, I’m all about getting you the best deal.
4
Let’s Go Over Everything
Now that I’ve worked my magic, I’ll let you know exactly what I’ve done. We can schedule a call to go over everything in detail—ask me all your burning questions! I’ll send you the forms to sign, so we can make sure everything’s good to go. The best part? They’re delivered through a simple, user-friendly interface—easy to sign or fill out, so you don’t have to jump through hoops. Once signed, I’ll electronically send everything off to the tax entities.
5
The Final Touch
Once everything’s ready, I’ll create a sleek PDF of your return and send it to you by email. I’ll also send you an electronic invoice via QuickBooks, so you can pay however you prefer—cards or e-transfer. Instructions? All on the invoice. Easy, right? You’re officially tax-season-free, and I’ll be here if you need me again next year. Let’s keep it smooth.