1. Please install the latest version of Adobe Reader to enable saving the pdf to your hard drive.
Download and fill out the Organizer to the best of your ability.
2. Attach and e-mail completed Organizer to the preparer listed on first page of the Organizer.
3. Scan and e-mail W-2's, 1099's, 1098's, etc. (We prefer scans, as they are easier to read, but you may fax documents to 800-314-6949.) Please do not send receipts, however we do need charitable donation slips.
4. Your Preparer will contact you with any questions and e-mail your completed tax return.
5. You will receive a PayPal invoice. You don't need a PayPal account to pay, simply submit credit card payment.
Download Organizer
Click to open and save the pdf.
OR
Download the Organizer (as a .zip file)
to your hard drive to fill out at a later date.
Would you like to request a quote? Please click here to send Toni an email.