Intake Forms and Worksheets
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Why Choose Me
Simple Remote Process
Streamlined forms and setup — easy to follow, even if you’re not tech-savvy.
14+ Years of Experience
Trusted by hundreds of clients to file accurately and confidently.
Prompt, Clear Communication
Fast responses with straightforward, easy-to-understand explanations.
Thorough and Accurate
Every return is carefully reviewed to ensure you get every deduction you’re entitled to.
Support All Year
Here to assist you anytime — not just during tax season.
How It Works
Start with the Intake Form
Complete a simple intake form to open your file. I’ll provide easy-to-use worksheets to help summarize your expenses.
Upload Your Documents
Send your income slips and completed worksheets through a secure online portal—safe, simple, and organized.
Review Your Tax Return
You’ll get a full copy of your return to review before anything is submitted. I’ll answer any questions or make changes if needed.
Sign & Submit
Once you’re ready, e-sign your return and send your payment. I’ll take care of the filing so you can get your refund faster.