A remote tax firm means everything is handled electronically. From communication to the transfer of your source documents. No need to drive to an office with your box of receipts and waste time away from home.

Please contact me through the contact page. Give me a brief, BRIEF, description of what you need. No five paragraph essay, no wall of text. We’ll then have a zoom call to go over in more detail what you’re looking for and how I may help. 

TaxDome is a secure online portal for uploading your documents and viewing your completed return. You'll receive a login invite when we start working together. Once in, you can drag-and-drop files from any device, track progress in real time, and download your signed return whenever you need it.

Your information is protected at every stage. As a tax professional, I'm required by the FTC Safeguards Rule and IRS guidance to maintain a Written Information Security Plan (WISP) — a documented set of administrative, technical, and physical safeguards governing how client data is collected, stored, transmitted, and ultimately destroyed. That plan covers my systems, my vendors, and my procedures, and it's reviewed annually.

Documents you share through TaxDome are encrypted both in transit and at rest, stored on Amazon Web Services infrastructure with access controls and continuous monitoring. TaxDome holds SOC 2 Type II certification — an independent audit of its security controls — and supports two-factor authentication on every account. I'd encourage you to enable it.

In practice, that means I DO NOT accept sensitive documents by plain email, and I don't leave client files sitting on unsecured devices. If you ever have a concern about how something is being handled, ask me directly.

No. All documents must be uploaded through the TaxDome portal.

It depends (the classic accounting answer). Before March 15th, my turnaround time is 15 days from the time I receive all, ALL, your tax documents. After March 15th, my turnaround time is 20 days from the time I receive all your tax documents. When it comes to IRS compliance, accuracy matters, not speed.

If I request missing info, the clock will restart based on the most recent document I receive. For example, you uploaded your documents on February 1st. That means that the return should be ready for your review on February 15th. However, if you upload additional documents on February 3rd, the clock restarts and would push the estimated finishing date to February 18th.

Same as above, it depends. All returns are invoiced based on the required forms, how much time is needed to complete the return, and if there is any advisory work outside of preparing the return that needs to be completed (such as organizing your business expenses).

I strive to get your return done before April 15th (for individuals and C-Corps); March 15th for partnerships and S-Corps. There are some scenarios where an extension may be required (waiting on a K-1 from a partnership, S-Corp, or trust; life disruptions, etc.). I will only file extensions for those reasons. An extension will be filed and will give you an additional six months to FILE your return on time, pending IRS approval. That means your 1040 would need to be filed on or before October 15th to be deemed on time by the IRS; this also applies to calendar year C-Corps as well. For partnerships and S-Corps, the extension will push the due date to September 15th.

If all you have is a Form W-2, 1099-INT, 1099-DIV; i.e. forms that should be delivered to you by mid-February, that is no excuse to file an extension.

*This should be stressed that an extension gives you time to file, NOT TO PAY. After we file the extension, if your return has a balance due, interest will accrue on the balance due going back to April 15th.