How to get your taxes done entirely online!
If you have a busy schedule and can't make an in-person or online-based appointment, you can complete everything over the course of about a week through email!
YOUR DOCUMENTS MUST BE RECEIVED BY APRIL 1ST IN ORDER TO FILE BY THE DEADLINE!!!
1. Email Jen at jentaxprep@gmail.com to let her know you want to do your return over email, and she will email you back a Sharefile link to upload all your docs.
2. Fill out either the New or Returning Client Intake Form, and any applicable spreadsheets. Get them here!
3. Email back the intake forms and spreadsheets, and upload ALL of your tax documents (W2s, 1099s, student loan 1098E, health insurance, etc) to Sharefile.
4. Within one week, Jen will be in touch with questions, and you can email back and forth a couple of times working out the details.
5. Once the return is complete, Jen will send a preview 1040 for you to look over through Sharefile, and a client checklist and efile documents to sign and return through AdobeSign. Once you approve the 1040, sign the docs, and pay, your return will be filed!
6. Jen will send you a copy of your return within a few days!
7. Treat yourself to a margarita or a brownie, you just got a major chore done!
A note for Email returns - deadlines for the Early Bird Discount are 1 week ahead of those for appointments, here is the schedule:
$50 off - Jan 26
$40 off - Feb 9
$30 off - Feb 23
$20 off - Mar 8
$10 off - Mar 22
Date for discount is when Step 3 is completed! Note that if you are unresponsive to question emails and drag out the time it takes to complete the return, your Early Bird Discount can be downgraded.
YOUR DOCUMENTS MUST BE RECEIVED BY APRIL 1ST IN ORDER TO FILE BY THE DEADLINE!!!
1. Email Jen at jentaxprep@gmail.com to let her know you want to do your return over email, and she will email you back a Sharefile link to upload all your docs.
2. Fill out either the New or Returning Client Intake Form, and any applicable spreadsheets. Get them here!
3. Email back the intake forms and spreadsheets, and upload ALL of your tax documents (W2s, 1099s, student loan 1098E, health insurance, etc) to Sharefile.
4. Within one week, Jen will be in touch with questions, and you can email back and forth a couple of times working out the details.
5. Once the return is complete, Jen will send a preview 1040 for you to look over through Sharefile, and a client checklist and efile documents to sign and return through AdobeSign. Once you approve the 1040, sign the docs, and pay, your return will be filed!
6. Jen will send you a copy of your return within a few days!
7. Treat yourself to a margarita or a brownie, you just got a major chore done!
A note for Email returns - deadlines for the Early Bird Discount are 1 week ahead of those for appointments, here is the schedule:
$50 off - Jan 26
$40 off - Feb 9
$30 off - Feb 23
$20 off - Mar 8
$10 off - Mar 22
Date for discount is when Step 3 is completed! Note that if you are unresponsive to question emails and drag out the time it takes to complete the return, your Early Bird Discount can be downgraded.
