Richelle Anderson | Enrolled Agent
QuickBooks ProAdvisor® | Wave Software Pro
Step By Step Tax Filing For Individuals
Not Sure What You Need?
We Can Help
Help us create a customized checklist for you by completing this easy and convenient questionnaire
Schedule Your Virtual
Tax Services
Schedule a virtual meeting or reserve a time to have your tax return prepared.
Organize Your Documents & Deductions
Most tax documents will arrive toward the end of January and early February. Some take longer to receive.
Review & Sign
Your Tax Return
You should ALWAYS review your tax return before signing. Taxpayers are responsible for the accuracy of the tax returns they file
Make Sure You Have Everything You Need
Taxes are complex and have many moving parts. Having all of the pieces in place makes for a smooth tax filing experience
Keep A Copy Of Your Tax Return & Documents For Your Records
Tax return records should be kept in your permanent records. A PDF of your tax return is available through the secure client portal