Please note, if there is a need for us to have a zoom meeting, we do have zoom capabilities. ON YOUR SCHEDULED DAY & APPOINTMENT TIME, WE WILL SEND YOU A TEXT WHEN WE ARE WORKING ON YOUR RETURN, ASKING YOU TO STAY AVAILABLE VIA EMAIL & PHONE IN CASE WE HAVE QUESTIONS.We send you an invoice, and you pay a 50% deposit.You receive a DOCUSIGN in email with our refund policy, response time policy, and other policies.You upload your tax documents for our review AT LEAST 48 HOURS PRIOR TO YOUR APPOINTMENT, and we will confirm the estimated pricing that you were given (or that you calculated on our website) is correct.You s elect a date and time on our calendar for your online tax preparation appointment.If you don't see the email with a link to your portal, please make sure to CHECK YOUR SPAM OR JUNK MAIL for an email with a subject line: " Trudy Howard Added You to ShareFile.” Once we receive your portal request, we will create a portal for you within 1-2 business days, and notify you via email and text.Once you request your portal, please COMPLETE THE PERSONAL TAX QUESTIONNAIRE BY CLICKING THIS LINK.IF YOU ARE A RETURNING CLIENT, PLEASE CLICK HERE TO ACCESS YOUR PORTAL CLICK HERE TO REQUEST A PORTAL SO THAT YOU CAN UPLOAD YOUR DOCUMENTS! DO NOT REQUEST A PORTAL UNLESS YOU HAVE ALL OF THE TAX DOCUMENTS NEEDED TO FILE.DO NOT BOOK, OR REQUEST PORTAL ACCESS UNLESS YOU HAVE ALL OF YOUR TAX DOCUMENTS!! READ THE LIST OF DOCUMENTS REQUIRED TO FILE (BELOW).We cannot walk you through how to use payment services. WE ALSO ACCEPT ZELLE, CASH APP, OR APPLE PAY, BUT YOU MUST KNOW HOW TO USE THOSE SERVICES. PAYMENTS ACCEPTED ARE DEBIT/CREDIT CARD (SUBJECT TO A 3% CONVENIENCE FEE).
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