Happy New Year everyone! The IRS will begin accepting tax returns on January 29th.
We are accepting new clients. So, if you are looking for someone to guide you through this tax season... read further to the new client section and let's get started!
Returning Tax Clients.. WELCOME BACK! I look forward to catching up on life with you and closing out another tax year without the stress! Let's do this!
See below for a detailed flow for this year's tax season!
I am so excited to assist you and hopefully see you via Zoom!
The intake form below can be downloaded, edited from your computer, saved, and uploaded along with your other supporting tax documents.
- Jasmine
NEW CLIENT NOTICE:
Welcome! Considering a change in tax prep this year?! We are here!
Jasmine is available to personally e-meet with new clients between now and January 28th for a quick introduction and answer questions through our "New Client" consult.
If after January 28th, please message us below to get signed up and ask any questions you may have.
We look forward hearing from you and serving you!
-Team
ACTORS...
Below, we have provided an expense sheet you can use to get organized.
Also, stay tuned for the Actors Financial Toolkit to help you stay organized throughout the year...
(released later this month!)
This tax season's flow:
Complete the intake form below. Read & complete it fully.
Upload ALL tax documents at once.
Your return will be completed in order of received.
We may email you with additional questions, request information needed to lower tax liability, etc. to complete your return before finalizing with you.
Once taxes are complete on our end, an appointment link will be sent to your email to sign up for the best date and time for a phone call or Zoom call to review and finalize your return (this is optional but available for every client).
We will finalize your return and YOU'RE DONE!
You have conquered tax season!
Note: Please be sure you are not missing tax forms and provide accurate information on your intake form. Missing tax forms could delay any return and/or result in the IRS penalizing you.
