It starts with a call: a few questions about your situation, with nothing to gather and nothing to send yet. You get a flat fee in writing, then you pick the week your return gets prepared, and once we're engaged your documents go through a secure client portal. Your return comes back through the portal to review and sign electronically, with a short video walking you through it.
The quote is built from what your return actually involves, so you’re not paying for complexity you don’t have. There’s no hourly billing and no surprises.
Once your documents are in, I go through what you sent and come back with any questions by call or email, whichever is easiest for you. If you still have questions when the return is done, you can schedule a time to talk.
I prepare federal returns, Washington excise returns, Idaho state returns, and payroll returns (federal, Washington and Idaho), and every engagement lists exactly which returns are included. I use my seventeen years of IRS audit experience to take the guesswork out of your return.