Our Services

RESOURCES

Clients can submit their tax paperwork for preparation as follows :

Drop Off - I generally prepare tax returns in the Florida office, so if you are in the Venice Florida area you can drop off your paperwork in person.

Ship Paperwork - You can ship your paperwork to me via US Postal Service, UPS or FEDEX. If you ship, please send copies, NOT originals. Make sure the package is secure and you have the proper postage and you ship by a method that includes tracking. PLEASE DO NOT SHIP WITH A SIGNATURE REQUIRED. The tracking will suffice.

Email Paperwork - This is the most common way clients submit their paperwork.

Please make PDF files of your paperwork. PDF FILES ONLY. If you do not have a scanner on your computer, the phone app CAMSCANNER is excellent, free and easy to use. I canot accept photos of paperwork.

Email your paperwork PDF files using the ENCYRO service, which is encrypted. When you contact me via email the link for ENCYRO is at the bottom of my emails in the signature line.

Once your return is complete I will return your completed forms via ENCYRO along with an email to electornically sign your FORM 8879.

PAPERWORK

When submitting your paperwork you must print out, complete and include with your paperwork the Tax Client Fact Sheet. I have included a link to the sheet below. Important items to list :

Driver license number, issue date and expiration date

Bank account routing and account numbers for direct deposit.

Social security numbers and dates of birth for dependents.

Valid email addresses for the taxpayer and spouse if married.