Upload clear copies of your photo ID, Social Security cards for everyone on the return, W-2s, all 1099s, and your most recent tax return. If you’re claiming children, also upload your lease and their most recent report cards. I’ll let you know if birth certificates or other records are needed. Upload everything through the secure client portal.

I prepare your return. I review your documents and contact you if anything is missing.

You review it. I let you know when your return is ready so you can review the numbers and ask questions.

You approve filing. Before I file, we complete the required documents, signatures, and payment arrangements.

I submit your return. I send it to the IRS and your state, when applicable, and notify you.

I confirm its status. I let you know whether your return was accepted or rejected and address any needed corrections.

You receive your copy. Your completed return is available through the secure client portal.

We stay connected. You’ll receive monthly check-ins after tax season. If you receive a notice about a return I prepared, contact me so we can review it. Additional services may involve a fee.

Yes. A refund advance is a loan from the bank. The bank decides whether to approve your application. If approved, the bank takes the loan payment from your refund when the IRS sends it. I don’t charge an extra fee for bank products. The bank will show you any fees it charges when you apply.

Missing income forms, an unsigned form, or a missing Marketplace health insurance statement can slow things down. If you’re claiming a child or filing as Head of Household, I may also need records showing where your child lived or which household bills you paid. If I need something, I’ll tell you exactly what to upload to your secure client portal.

You can call or text me at 770-758-3628. If I miss your call, please leave one voicemail with your name and the best number to reach you. Allow up to 24 hours for a callback. I return most calls between 5 and 8 p.m. Eastern.