How to get your taxes done entirely online with no appt!
If you have a busy schedule and can't make an online-based appointment, you can complete everything over the course of about a week through email!
1. New Clients 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 TaxDome link to upload all your docs. Or if you are a returning client, you can just sign-in to your TaxDome account and upload all your stuff to the 2023 folder! See a video about uploading here!
2. Sign your Engagement Letter through TaxDome and fill out the Client Intake Form.
3. Gather all of your tax documents - W2s, 1099s, stock stuff, mortgage or student loan forms etc. See a list of everything I need here! Upload it all to TaxDome (If you are missing anything, check the Readiness Questionnaire to see if we are good to proceed without it for now) Also upload anything additional as needed like IDs or prior year returns for new clients.
4. Fill out any applicable spreadsheets and upload those to TaxDome as well. Get them here! There is no need to upload receipts unless you have a charitable donation of items over $500. Spreadsheets need to be file type XLS or ODS, or shared as an editable Google Sheet. Please don't send file type Numbers or PDF. If you have questions about the Spreadsheets, you can email me or set up a 15-min appt to chat prior to Feb 15.
5. Email Jen to tell her that it's all there and the Intake Form is submitted and you will be placed in the queue! If you do not email Jen, she will not know to add you to the queue and your return will not get done.
6. Once it's your turn, Jen will work on your return and email you with questions, and after some back and forth, she will complete your return.
7. Once the return is complete, Jen will let you know how its looking, as well as tell you what you owe for your tax prep fee. Please pay promptly through Zelle or by debit/credit/echeck via CPACharge.
8. Jen will now send you a full copy of your return, and the Efile docs to sign. At this point, you may sign up for an OPTIONAL 15 minute call to go over your return, or if everything looks good, sign and you are set! Be sure to download and save the copy of your return.
9. Treat yourself to a brownie and/or a margarita, you completed your 2023 taxes!!!
For the early bird discount, the date for discount is when Step 5 is completed! Note that if you are missing documents/spreadsheets that are provided later, or are unresponsive to question emails and drag out the time it takes to complete the return, your Early Bird Discount can be downgraded.
IMPORTANT NOTES: To ensure your return is finished before the April deadline, send your stuff in as quickly as possible. I have space to do 260 returns during the regular season, then 50 more for extensions with an estimate, and after that you will have to do a regular extension. I am also setting a hard deadline of Mar 24 (Feb 25 for new clients) to get your return done without extension, but it is likely spots will fill up before then. After Mar 31, you are definitely getting an extension. Details HERE.
FAQ
Q: What is the deal with deadlines this year?
A: Last year I set what I thought were totally conservative deadlines to ensure I wasn't overloaded during tax season...but so many of you met the deadline that that is exactly what happened! So this year there is no specific deadline, I will have 260 spots available and when they are full, they are full, and I will have to file extensions for everyone else after that (the next 50 spots will get a personalized extension estimate). Spots might fill up by Mar 3, or there still might be spots available Mar 20, I have no way of knowing, so just plan to get your stuff in as early as possible. I will have a page on the website that I will update every day or so with how many spots are remaining. I am also setting a hard deadline of Mar 24 (Feb 25 new clients) for getting information in, even if I do have open spots.
Q: How do I get all this stuff to you?
A: However you can! Ideally, PDF's are the best if its something you can download. If you have a physical copy and can scan to a pdf, that's also awesome. If you don't have that though, a good picture with your phone is fine! Just make sure its a jpg or png, I can't easily work with Apple HEIC files. Worse comes to worse, you can also physically mail me copies, email me for my address.
Q: Anything else I need to know about uploading?
A: If you can, please name your files something helpful to me, like "W2 Job 1" or "Student Loan info". When the filename is just a series of numbers, I have to go through everything and re-label. Here is a video about uploading! Also make sure your scans/pics are legible, if you can't make them out neither can I!
Q: How secure is this?
A: As good as we can with current tech. I am the only one with access to my TaxDome account, and I do my best to keep that secure by changing my password regularly. The links I send you can only be used for uploading, not downloading, so if anyone gets into your email the link is useless. I am a very small outfit, so it's unlikely my account would become a target.
Q: Are you a Mac or PC?
A: PC all the way baby! So no, I don't have Facetime, and I can't open Pages or Numbers or HEIC files, so make sure what you send is PC compatible! Thanks!
1. New Clients 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 TaxDome link to upload all your docs. Or if you are a returning client, you can just sign-in to your TaxDome account and upload all your stuff to the 2023 folder! See a video about uploading here!
2. Sign your Engagement Letter through TaxDome and fill out the Client Intake Form.
3. Gather all of your tax documents - W2s, 1099s, stock stuff, mortgage or student loan forms etc. See a list of everything I need here! Upload it all to TaxDome (If you are missing anything, check the Readiness Questionnaire to see if we are good to proceed without it for now) Also upload anything additional as needed like IDs or prior year returns for new clients.
4. Fill out any applicable spreadsheets and upload those to TaxDome as well. Get them here! There is no need to upload receipts unless you have a charitable donation of items over $500. Spreadsheets need to be file type XLS or ODS, or shared as an editable Google Sheet. Please don't send file type Numbers or PDF. If you have questions about the Spreadsheets, you can email me or set up a 15-min appt to chat prior to Feb 15.
5. Email Jen to tell her that it's all there and the Intake Form is submitted and you will be placed in the queue! If you do not email Jen, she will not know to add you to the queue and your return will not get done.
6. Once it's your turn, Jen will work on your return and email you with questions, and after some back and forth, she will complete your return.
7. Once the return is complete, Jen will let you know how its looking, as well as tell you what you owe for your tax prep fee. Please pay promptly through Zelle or by debit/credit/echeck via CPACharge.
8. Jen will now send you a full copy of your return, and the Efile docs to sign. At this point, you may sign up for an OPTIONAL 15 minute call to go over your return, or if everything looks good, sign and you are set! Be sure to download and save the copy of your return.
9. Treat yourself to a brownie and/or a margarita, you completed your 2023 taxes!!!
For the early bird discount, the date for discount is when Step 5 is completed! Note that if you are missing documents/spreadsheets that are provided later, or are unresponsive to question emails and drag out the time it takes to complete the return, your Early Bird Discount can be downgraded.
IMPORTANT NOTES: To ensure your return is finished before the April deadline, send your stuff in as quickly as possible. I have space to do 260 returns during the regular season, then 50 more for extensions with an estimate, and after that you will have to do a regular extension. I am also setting a hard deadline of Mar 24 (Feb 25 for new clients) to get your return done without extension, but it is likely spots will fill up before then. After Mar 31, you are definitely getting an extension. Details HERE.
FAQ
Q: What is the deal with deadlines this year?
A: Last year I set what I thought were totally conservative deadlines to ensure I wasn't overloaded during tax season...but so many of you met the deadline that that is exactly what happened! So this year there is no specific deadline, I will have 260 spots available and when they are full, they are full, and I will have to file extensions for everyone else after that (the next 50 spots will get a personalized extension estimate). Spots might fill up by Mar 3, or there still might be spots available Mar 20, I have no way of knowing, so just plan to get your stuff in as early as possible. I will have a page on the website that I will update every day or so with how many spots are remaining. I am also setting a hard deadline of Mar 24 (Feb 25 new clients) for getting information in, even if I do have open spots.
Q: How do I get all this stuff to you?
A: However you can! Ideally, PDF's are the best if its something you can download. If you have a physical copy and can scan to a pdf, that's also awesome. If you don't have that though, a good picture with your phone is fine! Just make sure its a jpg or png, I can't easily work with Apple HEIC files. Worse comes to worse, you can also physically mail me copies, email me for my address.
Q: Anything else I need to know about uploading?
A: If you can, please name your files something helpful to me, like "W2 Job 1" or "Student Loan info". When the filename is just a series of numbers, I have to go through everything and re-label. Here is a video about uploading! Also make sure your scans/pics are legible, if you can't make them out neither can I!
Q: How secure is this?
A: As good as we can with current tech. I am the only one with access to my TaxDome account, and I do my best to keep that secure by changing my password regularly. The links I send you can only be used for uploading, not downloading, so if anyone gets into your email the link is useless. I am a very small outfit, so it's unlikely my account would become a target.
Q: Are you a Mac or PC?
A: PC all the way baby! So no, I don't have Facetime, and I can't open Pages or Numbers or HEIC files, so make sure what you send is PC compatible! Thanks!
