Tax Preparation Intake

Complete This Form To Request Service

I’ll review your information and send an engagement letter with scope and pricing within 24 business hours.

Key Points

  • Solo firm – you work directly with me, no handoffs
  • 100% virtual office – all services are delivered remotely
  • All services are paid (No free consultations January – May)
  • Engagement letter defines exact scope
  • Invoice required before work begins
  • Fast turnaround once documents received
  • Crypto reporting available

Tax Intake - Phase 1

We’ll review your submission and notify you of the outcome by email.
If approved, you’ll receive an engagement letter outlining scope and next steps.

Decisions are typically issued within one business day.