1. Contact us by email or phone 425-401-9619 to check if we are accepting new clients and for e-forms to get started.

2. Email completed e-forms to us and indicate 3 preferred appointment dates and times. Standard times are below; other times on request. You will receive email appointment confirmation.

 

 

 

3. Prepare all documents (listed in step 4) for current tax year in one or more of the following formats:

a. One or more PDF files submitted by email or mailed on a CD;

b. Single-sided 8.5 inch x 11 inch photocopies presented in person or mailed;

c. Original documents presented in person. However, we charge $0.50 per page for photocopying original documents.

4. Provide these current tax year documents:

a. W-2’s, 1099-INT’s, 1099-DIV’s, brokerage house statements including supplemental information, other 1099’s, 1098 (mortgage interest), K-1’s, etc.

b. Other supporting documents, e.g. HUD-1 for home purchase, sale, or refinancing, evidence of charitable contributions, moving expense receipts, vehicle registration receipts.

c. Image of a personal check for automatic deposit of tax refund or automatic payment of tax due, and auto-withdrawal of our fee.

5. Provide PDF or photocopy of prior year’s federal return or bring an original to our meeting. No charge for us to analyze and check for overlooked tax savings;

6. Relax and preserve your time for family, hobbies, and other pleasures.

7. When the return has been prepared and checked, an encrypted password-protected PDF version will be emailed to you.  Review the return, approve it, and send us signed/dated e-file authorization form(s).

If you have signed up for auto-withdrawal of our fee:

We will e-file for you and will notify you when the IRS (and state taxation boards if any) have accepted your return.

You will then receive an invoice and it will be paid automatically at a later date.

If you pay our fee by check:

You will then receive an invoice.

New clients and some continuing clients will be required to pay their invoice before we e-file for you.

We will notify you when the IRS (and state taxation boards if any) have accepted your return.

8. You will receive a PDF of your completed return. (Paper copies are available by mail for $10.)

104 174th Place NE

Bellevue, WA 98008

Phone: 425.401.9619

Lake Sammamish in Winter: ‘Tis the Tax Season