If you have a question
If you’re not a client yet, call me at 844-262-7811. Select option “1”, and leave me a message to call you back and the best time to call you back.
If you’ve received a notice from the IRS
Scan the notice and email it to firstname.lastname@example.org. I will send you back a clearly worded explanation of exactly what you need to do to respond to the notice.
If you need to get your taxes filed
Whether you’re on an extension, or you’ve been on a desert island the last few years, getting your taxes filed is easy once you’ve gotten started with me. Call me at 844-262-7811. Select option “1”, and leave me a message to call you back and the best time to call you back. We’ll go through what you need, and set up a time to meet. You’ll get a list of everything you need to bring with you in the appointment link I’ll send you.
If you need to get your records sorted
Sometimes the biggest hurdle is that mess of loose paper you’ve got in a drawer somewhere. I’ve taken in three big Pullman suitcases and two garbage bags and turned them into books and records. Put it all into boxes, bags, or whatever you’ve got and call me to make an appointment. You’ll be amazed with the results!