We meet privately and discuss your personal and/or business related concerns. I interview you and determine your financial and tax related objectives. I will consider your individual needs, any special situations, the information you provide, and the adequacy of your records. You will have the opportunity to ask questions and raise additional concerns as the discussions develop. You leave my office with an initial list of any items needed.
Services are Started!
I will usually contact you after a week or so, although the tax accounting for a business will take longer. With your approvals I will research any issues, input and record your information as necessary, and document every item on your returns. When finalized all tax returns undergo my multi-point review, whereby I prepare a Discussion Points Page for use at your exit meeting.
Authorize and e-File
At the exit meeting, upon delivery of the hard copies, you will have the opportunity to review your returns and any tax accounting services provided, and to again discuss your planning objectives. You will then authorize me to e-file the tax returns for you over the internet.