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What Happens On The Call

Fifteen minutes, no pitch.

1

You talk, we listen

What you do for work, what changed this year, and what is actually worrying you about it.

2

We tell you what is involved

Straight answer on what the work looks like for someone in your situation, and what it costs.

3

You decide

No obligation after the call. Plenty of people take the answer and handle it themselves.

4

If you move forward

We send a document list and a secure link, and the work starts. Nothing is guesswork.

What To Bring

Come prepared and it is one visit, not two.

1

Photo ID and Social Security cards

For you, your spouse, and anyone you are claiming. This is the one people forget, and it is the one that stops a return cold.

2

Your income documents

W-2s, 1099s, and anything else showing money that came in this year. If you drove, sold, streamed or freelanced, bring that too.

3

Last year’s return

If you filed somewhere else, bring it. It shows what carried forward, and it is often where money was left behind.

4

Expenses worth claiming

Mortgage interest, student loan interest, childcare, medical, charitable giving, and business costs if you work for yourself.

Rather Not Book Yet

Send a message instead.

If you have a question before you put time on the calendar, ask it. Somebody reads every message that comes in.

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