We're preparing our site for the 2024 tax season. Thank you for your patients.
Receiving Documents
How I receive your tax documents: Limited pickup at your home, in person at my office, by mail, fax, and client portal access (see below).
For Clients That Have An Email (portal access)
I will establish an encrypted secure account for portal access that will allow you to upload and download all tax documents, review tax forms and store all tax documents. Your tax documents and forms will be there for you to access 24 hours a day for three years. Email me when you are ready to send me your tax documents and I send you a link to log into your portal iFirm account.
For Clients That Do Not Have An Email.
You can mail or fax tax document, work sheets and other information needed to prepare your taxes. I will maintain a file copy of your return. I will mail you a copy of the return for your records.
My Fee
Payable by Fee Collect, Cash, Check, Money Order and is payable upon completion of your return. Unless other arrangement have been made.
For Two New Client Referrals
Tell your friends and relatives about me and for one referral receive 50% off two referrals I will do your taxes for FREE.