Getting Started

Here's how working together begins, and what to gather before we talk.

How It Works

1. Reach out

Call, text or use the contact form. Tell me a little about your situation.

2. We talk

A short conversation to understand what you need and whether I'm the right fit.

3. Send documents

I'll send you a secure link to upload everything. No office visit needed.

4. I get to work

I'll follow up with any questions, review your return or books with you, and file.

What to Have Ready

For Individual Tax Returns

  • Last year's tax return (federal and state)

  • W-2s, 1099s and any other income statements

  • Form 1098 (mortgage interest) and property tax bills

  • Charitable donation receipts

  • Childcare, education and medical expense records

  • Health insurance forms (1095-A if you bought coverage through the marketplace)

  • Self-employed or own rentals? Income and expense records, or your bookkeeping reports

  • Depreciation schedules for any business or rental property

For Business Tax Returns

Corporations and partnerships

  • Last year's business tax return

  • Year-end profit & loss and balance sheet (or bank and credit card statements)

  • Depreciation schedules

  • Payroll reports (W-2s, W-3, 941s, NYS-45s)

  • 1099s received, plus a list of contractors you paid

  • Receipts for equipment or other assets bought or sold

  • Year-end loan statements

  • Ownership changes, owner distributions, and S corporation owner health insurance