I Need My Taxes Prepared
Do you need help preparing your tax return?
Start by telling me about your situation.
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Complete a short consultation form so I can learn more about your filing needs, income sources, and tax situation.
I'll personally review your information and follow up with you about the next steps.
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I Haven't Filed in a While
Are you behind on filing?
The first step is to understand where things stand.
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Whether you've missed one year or several, complete the consultation form and tell me a little about your filing history. I'll personally review your information and follow up with you about the next steps.
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How Tax Preparation Works
Here's what happens when you work with Tax Clarity Systems.
This is where we explain your process. I would keep it extremely simple:
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01
Tell me about your situation.
Complete the consultation form so I can understand what you need.
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02
I'll personally review your information.
I'll review what you've shared and contact you to discuss the next step.
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03
Submit your tax documents securely.
You'll receive instructions for providing the documents and information needed to prepare your return.
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04
Your return is prepared and reviewed.
I'll prepare your return, ask any necessary follow-up questions, and review the results with you.
05​
You approve before filing.
Your return is not electronically filed until the required review, signatures, and authorization are complete.
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Additional Protection for Your Tax Return
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Your tax return includes Protection Plus, which provides professional assistance with certain IRS or state tax notices, inquiries, and audits.
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