How I Work

1. 1

   You send a short inquiry. Use the contact form to describe the work, the years involved and your accounting system. Don't include tax documents, Social Security numbers or account numbers.

2. 2

   I read it myself. I'm the firm's sole practitioner, so the person who reads your inquiry is the person who would do the work. I read each inquiry myself and do my best to reply within a week.

3. 3

   If I can take the work on, you get a written scope. It sets out the covered work, the fee, what I need from you and the assumptions. Nothing starts until you accept it, and sending an inquiry doesn't create an engagement.

4. 4

   Documents move the way the scope says. After you accept, the written scope or a later written instruction tells you how to send documents. The contact form is never the route for them.

5. 5

   I prepare the work from your records. Questions come to you as one list. Bookkeeping reports come for the periods in the scope; returns come to you as drafts to review.

6. 6

   Nothing is filed until you authorize it. For a federal individual return that I e-file, you sign IRS Form 8879, the e-file signature authorization, after reviewing the return; business returns use their own version of the form. Then I e-file the return you approved.

7. 7

   Next year is a new scope. A return engagement covers that return. Planning for the next year, or monthly bookkeeping, is its own written scope.

Start with the contact form