How it works
- Fill out the short form below.
- I’ll reach out to confirm your situation and the documents you’ll need.
- You’ll get an invitation to a secure portal to upload your documents and complete your organizer.
- I prepare your return, you review it, and we file.
Returns open for preparation in January. Reaching out now gets you on the list and lets you start collecting documents early.
Start your intake
Please don’t include Social Security numbers, bank details, or tax documents here. Those go through a secure portal after we connect.