Get Your Taxes Done from the Comfort of your Home
Who needs to leave the house when I can make tax prep this easy from wherever you are? With remote services, we’ll skip the small talk and go straight to what matters—getting your taxes done right. You can send everything my way from your couch, your office, or even your favorite coffee shop—no need to fight traffic or squeeze into some stuffy office. I’ll keep it simple, straightforward, and just as thorough as if we were in the same room. Ready to see how it all works remotely? Let’s get started!
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 clients) so I can get the information 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
All the Convenience, None of the Hassle
Time to do the heavy lifting—your tax slips. Send them over to me however works best: email, text, WhatsApp, even a fax machine (oh wait, no, I don’t have one of those)! Scanned copies or photos? Perfect, as long as I can read them. Lost your slips? No sweat. We can dive into your online account together and grab the info straight from the system. Just give me the green light with an authorization, and I’ll take care of the rest. Easy, right?
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.