Where your documents live
Handing a stranger your whole financial life is a reasonable thing to be careful about.
So here is the entire process, including the part most offices don’t put in writing.
STEP 01
We talk first
Ten minutes on the phone or in person about your situation. No documents change hands yet. You leave with a written flat fee and a checklist of exactly what to gather.
STEP 02
You upload securely
You get an invitation to an encrypted portal. Upload from a browser, or photograph paper documents with the mobile app. Files are encrypted in transit and at rest.
STEP 03
I prepare and review
Your return is prepared, then checked line by line against your source documents. You review the draft in the portal before anything is transmitted anywhere.
STEP 04
You sign, I file
You e-sign Form 8879 in the portal. The return is transmitted and you get the IRS acknowledgement. Your complete return stays available to download.
One thing worth memorizing. I will never email or text you asking for a Social Security number, a bank account number, or a password. Every February, people receive messages that look like they came from their preparer and ask exactly that. If you get one, it isn’t from me — call the number on this page.
Documents do not come here.
This website has no upload form and no place to put one. Client files are exchanged only through the encrypted portal. Do not email W-2s, IDs, or returns. If someone texts or emails asking for a Social Security number, a bank account, or a password, it is not from this office — call (954) 594-4128.