Here’s how the process works….

  1. Please schedule an appointment with me. You can schedule this appointment by going to our home page and clicking on ‘Schedule an Appointment.’ You will see available times. The typical appointments last less than 15 minutes.

  2. Once we agree to move forward and work together, you will get an email outlining the setup process. This process includes setting up your Canopy account or “Portal’, Completing the Tax Organizer, Executing the Engagement Letter, and uploading your tax documents.

  3. Canopy Tax. You will receive an email inviting you to set up your Portal with Canopy Tax. You will establish a login (Email) and password. Once complete, you will be able to upload documents.

  4. Tax Organizer. I will upload a Tax Organizer into your portal. Please complete as best you can. The information obtained helps to ensure a smooth tax preparation process.

  5. Engagement Letter. I will upload your Engagement Letter into your portal. This form outlines the scope of services I will provide along with an estimate of prices.

    You will also receive an E-sign notification. Follow the steps for E-signing. If the E-sign process doesn’t work, you’ll have to print the form, sign it, and upload it. This will outline our fees and scope of service.

  6. Please let me know if you have an IP PIN. If you’ve been issued an IP PIN, you must use it to file your taxes.

  7. Once I receive your information, preparation time will take between 2 and 7 days. Time is dependent on the complexity of your particular situation. I will let you know your turnaround time once I receive your documents.

  8. Primary communication is done via email and text.

  9. Once your return is completed, I will schedule a phone appointment to review the documents and answer any questions. In most cases, I can make final changes during this appointment.

  10. After you approve the Return, I will upload your E-filing documents (IRS Form 8879) for electronic signatures. This system uses a ‘Soft pull’ on your credit report and asks you questions to verify your identity. This process does not affect your credit score or reporting.

    I will also email you an invoice for the work completed. You can pay this online with debit, credit, and bank drafts—no charge for this service.

  11. I will E-file your return with the IRS. I usually E-file returns within 24 hours after confirmation of signatures and payment. You will get an email with confirmation that the IRS accepted your return. Keep this for your records.

  12. Please give me a review on Google and Yelp. I truly appreciate your business and want to do an excellent job for you. I need to know about your experience. Thanks!

  13. If you have any issues during the year, please email me and let me know what’s happening. Upload any IRS documents you receive into your portal. Your portal is open to retrieve documents.

I hope this helps out. Remember, each person has a unique situation. While this is our basic process, we can modify it if your situation dictates. Either way, I will work with you to get your job done!