

Tax Return Preparation
Step
one -
New client contacts me for free initial consultation. I get
the facts. We discuss and set fee and payment arrangements.
Step
Two -
I send Tax Data Organizer (TDO) to client for completion and it
is returned to me, along with copies of relevant documents.
*For taxpayers in the U.S., completion is generally within two weeks
of my
receipt of completed TDO, if received by March 15.
*For taxpayers residing overseas on April 15, there is an automatic extension
to June 15. Completion is generally within three weeks of my receipt of
completed TDO, if received by May 15.
Step
Three -
I prepare the return, contacting the client for additional
information, as necessary. Upon completion, I send the return(s) and a client copy
to the client for review, signature and filing.

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