Tax Prep
Booking
Tax Prep
Step 1: Pay $100 deposit
This deposit covers the administrative fees for your appointment and secures your meeting date. $50 of it is refundable if you decide to cancel.
Step 2: Book your date
After paying your deposit, you'll be routed to the booking page. Choose your date and time. If you need to reschedule, you may do so at any time by following the link in your confirmation email, so keep it handy! I do not charge any fees for rescheduling, but openings fill up quick so there is no guarantee you'll be able to secure a spot late in the season.
Step 3: Drake Portals
If you are a new client, you should receive an email invitation to Drake Portals within 48 hours of booking. This is done manually, so please be patient! Activate your Drake Portals account and fill out the "Client Profile". This is a free, secure file sharing and messaging service I use throughout the tax preparation process.
If you are a returning client, you should use your existing Drake portal. If you've forgotten your login details or aren't sure where to go, please reach out so I can help!
Step 3: Gather & Upload Documents
Start gathering and uploading your documents. All tax clients will need to upload a copy of their state-issued ID's, if applicable. If you do not have one, please let me know.
If you have children you are claiming, I will need proof of residence for each child.
For your other documents, I've created a general checklist here for you to follow.
Step 4: Check for Messages Often
Please check your email and portals account often, as I will reach out if I am missing things or have questions. Drake Portal messages will send you an email alerting you they are available; please make sure to check it!
Step 5: Appointment
Load up the Zoom link from your original booking confirmation email and I'll see you there!
Step 6: Final Payment & Signing
If everything is set and ready to go, I will send you a link to pay your final invoice and electronic signature pages through Drake Portals. I cannot transmit your return until these are signed!