Step 1 - Download the tax packet

Step 2 - Gather and add up all your stuff.

Step 3 - Fill out the tax packet !!!! ( I WILL NOT WORK OFF OF YOUR SPREAD SHEETS )

Step 4 - Schedule... WAIT A MINUTE..., is your PACKET COMPLETED? Do you have ALL W-2's & 1099's, & other forms?

Step 5 - Ok, now you can make an appointment.

Appointments are for in-person tax returns only. If you prefer to work remotely, contact me about the best ways to get your materials to me.