Welcome. Starting with a new tax preparer should feel simple. Here is exactly what to expect, what to gather, and how your documents stay protected, from your first call to your filed return.
I prepare returns for small business owners and for individuals and families, and I work with clients by video, wherever you are in the U.S. Many of my clients are in Collin County and the North DFW area, but you do not need to be local. You can do all of this from your own kitchen table.
My goal is that you understand your return, not just sign it. I answer your questions without jargon, and keep your information private.
Six simple steps. Most clients complete the first four within a few days.
Use the form on the home page or email mum@taxfilesadvisory.com. I will reach out with times. We talk about your situation, I answer your first questions, and we decide together whether we are a good fit. There is no pressure and no cost.
If you would like to move forward, I send you our Client Engagement Agreement. It spells out the services, fees, and what each of us is responsible for. Please read it, ask me anything, then sign electronically or with a pen. Our work begins once we have both signed.
After you sign, I set up your private portal and you receive an activation email. Click the link, confirm your details, and create your own password. If you do not see the email, check your spam folder or let me know.
Upload your tax documents for the current tax year to your portal, not by regular email or text. Scanned copies and clear phone photos are fine. If you have an Excel spreadsheet, please convert it to a PDF first. The checklist below shows what to gather.
I review your documents ahead of time, then we meet by video or phone. I walk you through everything, and we talk about your goals for the year. This review covers the tax year we are preparing.
I prepare your return and go over it with you before anything is filed. Once you approve and sign, I file it, and you receive your copy.
Do not worry if you cannot find everything. Upload what you have, and we will sort out the rest together.
If your return claims certain credits: Form 8867 (Paid Preparer’s Due Diligence Checklist) is required only when a return claims the Earned Income Credit, the Child Tax Credit or Additional Child Tax Credit, the Credit for Other Dependents, the American Opportunity Tax Credit, or Head of Household filing status. In that case I complete it with your return, and I may ask a few extra questions or request supporting documents. Learn more in the Tax Info FAQ.
Tip: The Business Loss Tracker Toolkits on the home page can help you organize your income and expenses before you upload.
Your tax documents are private, so please send them only through your secure client portal. Do not email or text Social Security numbers, bank details, or tax documents, and please do not post them on social media. I also verify the identity of every new client before accepting documents. It is a simple step that protects you and your refund.
To learn how I handle your information, read the Privacy Policy.
A free toolkit to help you organize your income and expenses before you upload your documents.
No. We work by video or phone, and you upload everything to your secure portal, so you can do it all from home.
It depends on your situation: a simple return is very different from a business with several income streams. The first call is free, and your fee is written into your engagement agreement before any work begins.
That is very common. Upload what you have, and on our call I will tell you what is still needed and where to find it.
My review covers the tax year we are preparing. Reviewing or amending earlier years is separate work that we would agree on in writing first.
Check your spam or junk folder first. If it is not there, email mum@taxfilesadvisory.com and I will resend it.
Book your free 15-minute call. I will reach out with times that work for you.
Request my free call