Everything happens online, but you still get a real human walking you through it.

Start with an application:
You’ll fill out an online application and upload the requested documents (like prior-year returns and income forms). Once I have what I need, I get to work preparing your draft return.

Set up your secure portal:
You’ll get access to a secure client portal where you will be notified of all updates and you will be able to check on the process at every step.

I prepare your return:
I review your information, ask follow-up questions as needed, and look for deductions and credits you may be missing.

Review together on a call:
We’ll schedule a review call to walk through your draft return in plain English so you know what’s happening, why, and what your options are.

E-file and next steps:
Once you approve, I file electronically and share copies for your records, along with any recommendations to make next year smoother.

You get done-for-you tax prep with hand-holding where you want it and autonomy where you don’t.

Virtual tax prep means:

No driving, no waiting room: Everything is done from your home, shop, or favorite comfy chair.

Flexible scheduling: We can meet via Zoom or phone at times that work with your business and life.

A clear digital paper trail: All your documents and finalized returns live in one secure place.

Access, not geography: You’re not limited to whoever happens to be down the street—you can work with someone who understands your kind of business.

You get the convenience of online services with the support of a dedicated tax pro.

It’s huge.

When your books are current and accurate:

Tax prep is faster and smoother

We’re not guessing or cleaning up a year’s worth of transactions in a panic

You’re less likely to miss deductions or report something incorrectly

You get your results (and your peace of mind) much sooner

Think of good bookkeeping as doing 80% of the work before tax season even starts.

You don’t have to mail me a shoebox, but you do need to keep support for your expenses.

Here’s how we usually handle it:

For day-to-day bookkeeping, we lean on bank and credit card data plus any notes you share.
For unusual, large, or audit-sensitive items, I may ask you to upload supporting receipts or documentation to the portal.
I strongly recommend you keep digital copies of receipts (or use an app to snap photos) so you have backup if the IRS ever asks.

We’ll set up a simple, sustainable system that doesn’t take over your life.

You’ll get a personalized checklist, but in general you can expect to provide:

Personal info: IDs, Social Security numbers, basic details for you and any dependents

Income documents: W-2s, 1099s, K-1s, Social Security, interest/dividends, retirement distributions, etc.

Business info: Profit & loss, balance sheet, mileage, inventory details, and other relevant reports

Deductions & credits: Records for things like childcare, education expenses, retirement contributions, health insurance, charitable giving, and major purchases

Last year’s return: If you’re a new tax client, this helps me spot trends and opportunities.

You don’t have to guess, your checklist will spell it out step by step.

Digital records make your financial life much easier:

Searchable: Find what you need in seconds instead of digging through boxes.

Shareable: Securely upload to the portal instead of emailing sensitive info.
Organized: Everything stays in one place for you, your bookkeeper, and yourax pro.
Audit-ready: If you’re ever asked to substantiate something, you’re not scrambling.

Think of it as building a tidy, searchable filing cabinet you never have to dust.

Yes. I take security seriously.

I use a secure client portal with encryption to exchange documents; no emailing Social Security numbers or tax forms back and forth.

Your files are stored in systems designed for financial and tax professionals.

Access is limited to the people who actually need to work on your return.

While no system can be 100% risk-free, I follow best practices to protect your information and keep sensitive data out of regular email and text. I sign into a Norton secured VPN and never save passwords on my local hard drive.