So you want to get your taxes done with Jen again?
Yay, welcome back! This page is designed to make sure you know everything you need to do to get your taxes done expeditiously.
1. If you need to check in about Jen's info or prices, check out the ABOUT page and the PRICING page here!
2. How do you want to get it done? There are 2 ways: Online Appt, or through Email. Check out each option and decide which one you want! Note the Mar 15 due date to avoid an EXTENSION.
3. No matter which option you go with, upload your documents to your TaxDome account, in the 2022 folder. Here is a video walking you through that! Make sure you are ready for Jen to start on your return by doing the READINESS QUESTIONNAIRE!
4. Make sure you check out the FORMS AND SPREADSHEETS for things to fill out and send to Jen in order to get started on your return. Questions about spreadsheets? Schedule a free 15-min consult with Jen prior to Feb 15 on the SCHEDULING page.
5. Get taxes done with Jen and feel super awesome!
6. Need help making payments? Check out the HOW TO VIDEOS
7. What if I'm running behind and need an EXTENSION? All the info is there!
8. What if I have more questions? You can CONTACT Jen to email her and ask her specific questions (check all this great website info first though!)
9. What if I need to meet with Jen outside of Tax Prep??? You can always email Jen with your questions, but if you need an appt to really talk about tax planning, budgeting, retirement accounts, health insurance or any other financial topic, feel free to set up a Personal Financial Planning Appt on the SCHEDULING page. Meeting rate is $60/hr for tax clients. Note, there are no Personal Financial Planning Appts from Jan 31 to Apr 24.
1. If you need to check in about Jen's info or prices, check out the ABOUT page and the PRICING page here!
2. How do you want to get it done? There are 2 ways: Online Appt, or through Email. Check out each option and decide which one you want! Note the Mar 15 due date to avoid an EXTENSION.
3. No matter which option you go with, upload your documents to your TaxDome account, in the 2022 folder. Here is a video walking you through that! Make sure you are ready for Jen to start on your return by doing the READINESS QUESTIONNAIRE!
4. Make sure you check out the FORMS AND SPREADSHEETS for things to fill out and send to Jen in order to get started on your return. Questions about spreadsheets? Schedule a free 15-min consult with Jen prior to Feb 15 on the SCHEDULING page.
5. Get taxes done with Jen and feel super awesome!
6. Need help making payments? Check out the HOW TO VIDEOS
7. What if I'm running behind and need an EXTENSION? All the info is there!
8. What if I have more questions? You can CONTACT Jen to email her and ask her specific questions (check all this great website info first though!)
9. What if I need to meet with Jen outside of Tax Prep??? You can always email Jen with your questions, but if you need an appt to really talk about tax planning, budgeting, retirement accounts, health insurance or any other financial topic, feel free to set up a Personal Financial Planning Appt on the SCHEDULING page. Meeting rate is $60/hr for tax clients. Note, there are no Personal Financial Planning Appts from Jan 31 to Apr 24.
